See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $267,399 | $197,591+35.3% | $177,821+50.4% | $158,922+68.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | -13.18% | 58.76%-71.9pp | 48.32%-61.5pp | 302.83%-316.0pp |
| Employer contribution / active EE | $36,667 | $6,697+447.5% | $5,918+519.5% | $4,761+670.1% |
| Participant deferral / active EE | $21,667 | $8,405+157.8% | $7,714+180.9% | $5,982+262.2% |
| Admin fee / account holder | $1,495 | $15,399-90.3% | $12,427-88.0% | $11,246-86.7% |