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 | $331,171 | $167,307+97.9% | $143,757+130.4% | $134,475+146.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -22.07% | 0.46%-22.5pp | -0.04%-22.0pp | 417.96%-440.0pp |
| Employer contribution / active EE | $4,003 | $5,619-28.8% | $4,951-19.2% | $4,740-15.5% |
| Participant deferral / active EE | $13,117 | $6,446+103.5% | $5,637+132.7% | $6,400+105.0% |
| Admin fee / account holder | $60,104 | $18,088+232.3% | $14,673+309.6% | $11,426+426.0% |