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 | $410,169 | $167,307+145.2% | $143,757+185.3% | $134,475+205.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -25.37% | 0.46%-25.8pp | -0.04%-25.3pp | 417.96%-443.3pp |
| Employer contribution / active EE | $17,591 | $5,619+213.1% | $4,951+255.3% | $4,740+271.1% |
| Participant deferral / active EE | $9,134 | $6,446+41.7% | $5,637+62.0% | $6,400+42.7% |
| Admin fee / account holder | $11,396 | $18,088-37.0% | $14,673-22.3% | $11,426-0.3% |