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 | $383,384 | $88,751+332.0% | $81,812+368.6% | $145,922+162.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | -13.92% | 1025.40%-1039.3pp | 773.79%-787.7pp | 561.29%-575.2pp |
| Employer contribution / active EE | $2,929 | $3,083-5.0% | $2,912+0.6% | $4,660-37.1% |
| Participant deferral / active EE | $8,753 | $4,643+88.5% | $4,319+102.7% | $6,688+30.9% |
| Admin fee / account holder | $105,849 | $8,415+1157.8% | $7,386+1333.1% | $13,397+690.1% |