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 | $381,949 | $100,754+279.1% | $86,677+340.7% | $134,475+184.0% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -38.52% | 29.04%-67.6pp | 35.91%-74.4pp | 417.96%-456.5pp |
| Employer contribution / active EE | $17,188 | $3,489+392.6% | $2,836+506.0% | $4,740+262.6% |
| Participant deferral / active EE | $24,000 | $5,338+349.6% | $4,656+415.5% | $6,400+275.0% |
| Admin fee / account holder | $1,610 | $10,926-85.3% | $7,493-78.5% | $11,426-85.9% |