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 | $384,315 | $167,307+129.7% | $143,757+167.3% | $134,475+185.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -23.15% | 0.46%-23.6pp | -0.04%-23.1pp | 417.96%-441.1pp |
| Employer contribution / active EE | $2,809 | $5,619-50.0% | $4,951-43.3% | $4,740-40.7% |
| Participant deferral / active EE | $5,292 | $6,446-17.9% | $5,637-6.1% | $6,400-17.3% |
| Admin fee / account holder | $26,446 | $18,088+46.2% | $14,673+80.2% | $11,426+131.5% |