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 | $397,169 | $100,754+294.2% | $86,677+358.2% | $134,475+195.3% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -23.06% | 29.04%-52.1pp | 35.91%-59.0pp | 417.96%-441.0pp |
| Employer contribution / active EE | $9,785 | $3,489+180.4% | $2,836+245.0% | $4,740+106.4% |
| Participant deferral / active EE | $12,496 | $5,338+134.1% | $4,656+168.4% | $6,400+95.3% |
| Admin fee / account holder | $2,699 | $10,926-75.3% | $7,493-64.0% | $11,426-76.4% |