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 | $285,984 | $82,664+246.0% | $125,339+128.2% | $68,494+317.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -23.62% | -5.97%-17.7pp | 572.05%-595.7pp | -7.84%-15.8pp |
| Employer contribution / active EE | $18,171 | $3,381+437.4% | $4,814+277.5% | $2,596+599.9% |
| Participant deferral / active EE | $7,981 | $6,110+30.6% | $7,446+7.2% | $4,027+98.2% |
| Admin fee / account holder | $12,528 | $6,275+99.6% | $10,010+25.2% | $5,403+131.9% |