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 | $297,875 | $168,632+76.6% | $147,614+101.8% | $125,391+137.6% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -5.54% | 77.65%-83.2pp | 61.98%-67.5pp | 282.22%-287.8pp |
| Employer contribution / active EE | $3,677 | $6,252-41.2% | $5,564-33.9% | $4,866-24.4% |
| Participant deferral / active EE | $9,119 | $5,507+65.6% | $4,895+86.3% | $5,352+70.4% |
| Admin fee / account holder | $2,679 | $13,580-80.3% | $11,611-76.9% | $9,540-71.9% |