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 | $314,051 | $105,860+196.7% | $90,749+246.1% | $134,475+133.5% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -28.15% | -11.01%-17.1pp | -12.16%-16.0pp | 417.96%-446.1pp |
| Employer contribution / active EE | $1,429 | $3,462-58.7% | $2,921-51.1% | $4,740-69.9% |
| Participant deferral / active EE | $4,990 | $5,216-4.3% | $4,564+9.3% | $6,400-22.0% |
| Admin fee / account holder | $807 | $13,938-94.2% | $8,445-90.4% | $11,426-92.9% |