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 | $292,542 | $127,386+129.7% | $115,037+154.3% | $125,391+133.3% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -31.89% | 31.28%-63.2pp | 26.14%-58.0pp | 282.22%-314.1pp |
| Employer contribution / active EE | $3,363 | $5,166-34.9% | $4,608-27.0% | $4,866-30.9% |
| Participant deferral / active EE | $4,619 | $6,423-28.1% | $6,026-23.4% | $5,352-13.7% |
| Admin fee / account holder | $38,996 | $9,516+309.8% | $8,175+377.0% | $9,540+308.7% |