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 | $460,639 | $100,754+357.2% | $86,677+431.4% | $134,475+242.5% |
| Participation rate | 85.0% | 78.9%+6.1pp | 76.6%+8.4pp | 81.2%+3.8pp |
| Annual return | -23.80% | 29.04%-52.8pp | 35.91%-59.7pp | 417.96%-441.8pp |
| Employer contribution / active EE | $2,776 | $3,489-20.4% | $2,836-2.1% | $4,740-41.4% |
| Participant deferral / active EE | $9,647 | $5,338+80.7% | $4,656+107.2% | $6,400+50.7% |
| Admin fee / account holder | $48,096 | $10,926+340.2% | $7,493+541.9% | $11,426+320.9% |