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 | $258,174 | $93,024+177.5% | $77,024+235.2% | $134,475+92.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -26.56% | 62.60%-89.2pp | 42.32%-68.9pp | 417.96%-444.5pp |
| Employer contribution / active EE | $7,433 | $3,418+117.5% | $2,812+164.3% | $4,740+56.8% |
| Participant deferral / active EE | $12,806 | $5,238+144.5% | $4,426+189.3% | $6,400+100.1% |
| Admin fee / account holder | $2,848 | $6,944-59.0% | $5,425-47.5% | $11,426-75.1% |