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 | $250,100 | $115,770+116.0% | $101,248+147.0% | $158,922+57.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | -3.31% | 56.14%-59.4pp | 46.47%-49.8pp | 302.83%-306.1pp |
| Employer contribution / active EE | $883 | $4,175-78.8% | $3,660-75.9% | $4,761-81.4% |
| Participant deferral / active EE | $3,124 | $4,957-37.0% | $4,370-28.5% | $5,982-47.8% |
| Admin fee / account holder | $1,599 | $7,245-77.9% | $5,945-73.1% | $11,246-85.8% |