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 9-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 | $1,003,331 | $67,331+1390.1% | $60,874+1548.2% | $134,475+646.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -29.22% | 49.93%-79.2pp | 16.90%-46.1pp | 417.96%-447.2pp |
| Employer contribution / active EE | $5,602 | $3,096+80.9% | $2,701+107.4% | $4,740+18.2% |
| Participant deferral / active EE | $15,580 | $4,538+243.3% | $3,817+308.2% | $6,400+143.4% |
| Admin fee / account holder | $69,114 | $4,582+1408.4% | $3,224+2043.5% | $11,426+504.9% |