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 | $1,365,200 | $67,331+1927.6% | $60,874+2142.7% | $134,475+915.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -26.54% | 49.93%-76.5pp | 16.90%-43.4pp | 417.96%-444.5pp |
| Employer contribution / active EE | $1,080 | $3,096-65.1% | $2,701-60.0% | $4,740-77.2% |
| Participant deferral / active EE | $6,500 | $4,538+43.2% | $3,817+70.3% | $6,400+1.6% |
| Admin fee / account holder | $7,677 | $4,582+67.5% | $3,224+138.1% | $11,426-32.8% |