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 | $330,034 | $117,841+180.1% | $102,423+222.2% | $145,922+126.2% |
| Participation rate | 94.7% | 78.6%+16.1pp | 76.5%+18.2pp | 80.3%+14.5pp |
| Annual return | -10.27% | 31.65%-41.9pp | 29.32%-39.6pp | 561.29%-571.6pp |
| Employer contribution / active EE | $1,478 | $3,615-59.1% | $3,023-51.1% | $4,660-68.3% |
| Participant deferral / active EE | $3,014 | $5,731-47.4% | $5,053-40.3% | $6,688-54.9% |
| Admin fee / account holder | $75,498 | $13,326+466.5% | $9,451+698.9% | $13,397+463.5% |