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 9-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 | $315,461 | $72,400+335.7% | $67,502+367.3% | $145,922+116.2% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | -1.82% | 7182.46%-7184.3pp | 3512.12%-3513.9pp | 561.29%-563.1pp |
| Employer contribution / active EE | $4,980 | $3,069+62.3% | $2,731+82.4% | $4,660+6.9% |
| Participant deferral / active EE | $15,000 | $4,783+213.6% | $4,000+275.0% | $6,688+124.3% |
| Admin fee / account holder | $2,698 | $5,539-51.3% | $3,998-32.5% | $13,397-79.9% |