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 | $292,564 | $124,319+135.3% | $111,297+162.9% | $167,490+74.7% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | -11.15% | 37.44%-48.6pp | 54.65%-65.8pp | 478.56%-489.7pp |
| Employer contribution / active EE | $1,565 | $3,435-54.4% | $2,731-42.7% | $4,837-67.6% |
| Participant deferral / active EE | $6,262 | $5,180+20.9% | $4,487+39.6% | $6,341-1.2% |
| Admin fee / account holder | $4,019 | $10,618-62.2% | $7,964-49.5% | $12,309-67.4% |