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 | $653,093 | $99,079+559.2% | $77,999+737.3% | $273,961+138.4% |
| Participation rate | 80.0% | 78.6%+1.4pp | 75.5%+4.5pp | 83.0%-3.0pp |
| Annual return | -1.21% | 217.93%-219.1pp | 425.96%-427.2pp | 41.45%-42.7pp |
| Employer contribution / active EE | $1,746 | $3,308-47.2% | $2,470-29.3% | $4,869-64.1% |
| Participant deferral / active EE | $2,316 | $4,306-46.2% | $3,497-33.8% | $5,287-56.2% |
| Admin fee / account holder | $1,149 | $8,954-87.2% | $5,480-79.0% | $10,132-88.7% |