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 | $355,771 | $88,594+301.6% | $70,092+407.6% | $134,475+164.6% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -25.67% | 442.67%-468.3pp | 190.73%-216.4pp | 417.96%-443.6pp |
| Employer contribution / active EE | $4,516 | $3,233+39.7% | $2,559+76.5% | $4,740-4.7% |
| Participant deferral / active EE | $12,632 | $4,772+164.7% | $3,849+228.2% | $6,400+97.4% |
| Admin fee / account holder | $9,248 | $10,441-11.4% | $6,267+47.6% | $11,426-19.1% |