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 | $626,847 | $133,958+367.9% | $112,228+458.5% | $134,475+366.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -22.53% | 47.11%-69.6pp | 27.45%-50.0pp | 417.96%-440.5pp |
| Employer contribution / active EE | $3,741 | $4,038-7.4% | $3,635+2.9% | $4,740-21.1% |
| Participant deferral / active EE | $16,500 | $5,291+211.9% | $4,728+249.0% | $6,400+157.8% |
| Admin fee / account holder | $8,922 | $7,489+19.1% | $6,410+39.2% | $11,426-21.9% |