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 | $345,225 | $129,942+165.7% | $104,294+231.0% | $134,475+156.7% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -21.55% | 42.03%-63.6pp | 24.61%-46.2pp | 417.96%-439.5pp |
| Employer contribution / active EE | $6,670 | $4,184+59.4% | $3,372+97.8% | $4,740+40.7% |
| Participant deferral / active EE | $2,353 | $5,588-57.9% | $4,625-49.1% | $6,400-63.2% |
| Admin fee / account holder | $4,057 | $9,323-56.5% | $7,339-44.7% | $11,426-64.5% |