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 | $261,312 | $127,386+105.1% | $115,037+127.2% | $125,391+108.4% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -25.81% | 31.28%-57.1pp | 26.14%-52.0pp | 282.22%-308.0pp |
| Employer contribution / active EE | $9,000 | $5,166+74.2% | $4,608+95.3% | $4,866+85.0% |
| Participant deferral / active EE | $8,020 | $6,423+24.9% | $6,026+33.1% | $5,352+49.9% |
| Admin fee / account holder | $3,514 | $9,516-63.1% | $8,175-57.0% | $9,540-63.2% |