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 | $432,418 | $142,344+203.8% | $119,609+261.5% | $134,475+221.6% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -21.22% | -12.44%-8.8pp | -14.97%-6.3pp | 417.96%-439.2pp |
| Employer contribution / active EE | $6,000 | $5,222+14.9% | $4,232+41.8% | $4,740+26.6% |
| Participant deferral / active EE | $6,465 | $6,469-0.1% | $5,602+15.4% | $6,400+1.0% |
| Admin fee / account holder | $20,549 | $13,584+51.3% | $10,323+99.1% | $11,426+79.8% |