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 | $262,457 | $100,754+160.5% | $86,677+202.8% | $134,475+95.2% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -22.66% | 29.04%-51.7pp | 35.91%-58.6pp | 417.96%-440.6pp |
| Employer contribution / active EE | $1,341 | $3,489-61.6% | $2,836-52.7% | $4,740-71.7% |
| Participant deferral / active EE | $2,668 | $5,338-50.0% | $4,656-42.7% | $6,400-58.3% |
| Admin fee / account holder | $2,197 | $10,926-79.9% | $7,493-70.7% | $11,426-80.8% |