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 | $256,349 | $133,958+91.4% | $112,228+128.4% | $134,475+90.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -26.38% | 47.11%-73.5pp | 27.45%-53.8pp | 417.96%-444.3pp |
| Employer contribution / active EE | $4,103 | $4,038+1.6% | $3,635+12.9% | $4,740-13.4% |
| Participant deferral / active EE | $7,671 | $5,291+45.0% | $4,728+62.2% | $6,400+19.9% |
| Admin fee / account holder | $9,421 | $7,489+25.8% | $6,410+47.0% | $11,426-17.5% |