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 | $396,545 | $210,648+88.3% | $177,989+122.8% | $145,922+171.8% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | -10.83% | 385.86%-396.7pp | 294.48%-305.3pp | 561.29%-572.1pp |
| Employer contribution / active EE | $3,153 | $4,565-30.9% | $3,949-20.2% | $4,660-32.3% |
| Participant deferral / active EE | $14,621 | $6,958+110.1% | $6,276+133.0% | $6,688+118.6% |
| Admin fee / account holder | $206,486 | $12,013+1618.9% | $10,363+1892.5% | $13,397+1441.3% |