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 | $258,683 | $82,664+212.9% | $125,339+106.4% | $68,494+277.7% |
| Participation rate | 97.3% | 75.0%+22.3pp | 82.4%+15.0pp | 67.9%+29.4pp |
| Annual return | -20.10% | -5.97%-14.1pp | 572.05%-592.2pp | -7.84%-12.3pp |
| Employer contribution / active EE | $6,768 | $3,381+100.2% | $4,814+40.6% | $2,596+160.7% |
| Participant deferral / active EE | $9,729 | $6,110+59.2% | $7,446+30.6% | $4,027+141.6% |
| Admin fee / account holder | $21,949 | $6,275+249.8% | $10,010+119.3% | $5,403+306.3% |