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 | $381,735 | $167,307+128.2% | $143,757+165.5% | $134,475+183.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -20.89% | 0.46%-21.3pp | -0.04%-20.8pp | 417.96%-438.9pp |
| Employer contribution / active EE | $2,793 | $5,619-50.3% | $4,951-43.6% | $4,740-41.1% |
| Participant deferral / active EE | $11,688 | $6,446+81.3% | $5,637+107.3% | $6,400+82.6% |
| Admin fee / account holder | $1,421 | $18,088-92.1% | $14,673-90.3% | $11,426-87.6% |