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 | $269,395 | $106,515+152.9% | $96,683+178.6% | $139,434+93.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | -4.64% | 38.43%-43.1pp | 35.69%-40.3pp | 372.94%-377.6pp |
| Employer contribution / active EE | $1,250 | $4,103-69.5% | $3,737-66.5% | $4,751-73.7% |
| Participant deferral / active EE | $9,325 | $5,454+71.0% | $4,878+91.1% | $6,710+39.0% |
| Admin fee / account holder | $46,777 | $7,877+493.8% | $6,730+595.1% | $11,403+310.2% |