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 | $250,549 | $82,664+203.1% | $125,339+99.9% | $68,494+265.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -34.45% | -5.97%-28.5pp | 572.05%-606.5pp | -7.84%-26.6pp |
| Employer contribution / active EE | $7,790 | $3,381+130.4% | $4,814+61.8% | $2,596+200.0% |
| Participant deferral / active EE | $5,214 | $6,110-14.7% | $7,446-30.0% | $4,027+29.5% |
| Admin fee / account holder | $14,202 | $6,275+126.3% | $10,010+41.9% | $5,403+162.9% |