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 | $300,231 | $121,625+146.8% | $104,607+187.0% | $158,922+88.9% |
| Participation rate | 85.7% | 77.5%+8.2pp | 74.1%+11.6pp | 82.0%+3.8pp |
| Annual return | -11.22% | 465.26%-476.5pp | 340.46%-351.7pp | 302.83%-314.0pp |
| Employer contribution / active EE | $12,082 | $3,163+282.0% | $2,681+350.7% | $4,761+153.8% |
| Participant deferral / active EE | $2,477 | $4,177-40.7% | $3,740-33.8% | $5,982-58.6% |
| Admin fee / account holder | $23,049 | $7,787+196.0% | $6,473+256.1% | $11,246+105.0% |