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 | $255,586 | $82,664+209.2% | $125,339+103.9% | $68,494+273.1% |
| Participation rate | 82.5% | 75.0%+7.5pp | 82.4%+0.1pp | 67.9%+14.6pp |
| Annual return | -19.80% | -5.97%-13.8pp | 572.05%-591.8pp | -7.84%-12.0pp |
| Employer contribution / active EE | $5,369 | $3,381+58.8% | $4,814+11.5% | $2,596+106.8% |
| Participant deferral / active EE | $9,592 | $6,110+57.0% | $7,446+28.8% | $4,027+138.2% |
| Admin fee / account holder | $20,381 | $6,275+224.8% | $10,010+103.6% | $5,403+277.2% |