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 | $359,862 | $97,757+268.1% | $83,848+329.2% | $135,375+165.8% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -11.81% | 1287.37%-1299.2pp | 850.88%-862.7pp | 519.73%-531.5pp |
| Employer contribution / active EE | $17,080 | $4,222+304.6% | $3,631+370.4% | $4,779+257.4% |
| Participant deferral / active EE | $6,161 | $4,682+31.6% | $4,082+50.9% | $5,609+9.8% |
| Admin fee / account holder | $14,185 | $6,674+112.5% | $5,478+158.9% | $10,827+31.0% |