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 | $467,292 | $111,754+318.1% | $103,333+352.2% | $145,922+220.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | -5.99% | 24.77%-30.8pp | 24.88%-30.9pp | 561.29%-567.3pp |
| Employer contribution / active EE | $2,378 | $4,212-43.6% | $3,868-38.5% | $4,660-49.0% |
| Participant deferral / active EE | $7,858 | $5,619+39.9% | $5,057+55.4% | $6,688+17.5% |
| Admin fee / account holder | $4,680 | $9,750-52.0% | $8,355-44.0% | $13,397-65.1% |