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 | $646,224 | $70,606+815.3% | $53,898+1099.0% | $142,382+353.9% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | -11.01% | 619.81%-630.8pp | 528.60%-539.6pp | 217.08%-228.1pp |
| Employer contribution / active EE | $3,123 | $1,202+159.8% | $932+235.1% | $4,299-27.4% |
| Participant deferral / active EE | $3,120 | $2,364+32.0% | $1,826+70.8% | $6,507-52.1% |
| Admin fee / account holder | $1,332 | $2,852-53.3% | $2,491-46.5% | $12,624-89.4% |