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 | $304,342 | $95,862+217.5% | $79,550+282.6% | $134,475+126.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -21.12% | -2.69%-18.4pp | 0.16%-21.3pp | 417.96%-439.1pp |
| Employer contribution / active EE | $10,327 | $3,128+230.1% | $2,413+328.0% | $4,740+117.9% |
| Participant deferral / active EE | $4,598 | $4,693-2.0% | $3,985+15.4% | $6,400-28.2% |
| Admin fee / account holder | $6,408 | $9,126-29.8% | $6,832-6.2% | $11,426-43.9% |