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 7-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 | $323,384 | $138,065+134.2% | $123,544+161.8% | $135,375+138.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -40.80% | 153.68%-194.5pp | 119.20%-160.0pp | 519.73%-560.5pp |
| Employer contribution / active EE | $1,384 | $5,151-73.1% | $4,628-70.1% | $4,779-71.0% |
| Participant deferral / active EE | $14,573 | $6,799+114.3% | $6,426+126.8% | $5,609+159.8% |
| Admin fee / account holder | $35,951 | $10,916+229.3% | $9,284+287.2% | $10,827+232.0% |