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 | $363,953 | $105,860+243.8% | $90,749+301.1% | $134,475+170.6% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -26.01% | -11.01%-15.0pp | -12.16%-13.8pp | 417.96%-444.0pp |
| Employer contribution / active EE | $839 | $3,462-75.8% | $2,921-71.3% | $4,740-82.3% |
| Participant deferral / active EE | $7,515 | $5,216+44.1% | $4,564+64.7% | $6,400+17.4% |
| Admin fee / account holder | $2,641 | $13,938-81.1% | $8,445-68.7% | $11,426-76.9% |