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 | $260,760 | $69,010+277.9% | $159,960+63.0% | $68,494+280.7% |
| Participation rate | 91.1% | 65.4%+25.7pp | 78.0%+13.2pp | 67.9%+23.2pp |
| Annual return | -20.08% | -9.65%-10.4pp | 408.60%-428.7pp | -7.84%-12.2pp |
| Employer contribution / active EE | $8,489 | $2,213+283.5% | $4,226+100.9% | $2,596+227.0% |
| Participant deferral / active EE | $15,886 | $4,212+277.2% | $6,182+157.0% | $4,027+294.5% |
| Admin fee / account holder | $874 | $4,798-81.8% | $8,698-90.0% | $5,403-83.8% |