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 | $342,409 | $100,754+239.8% | $86,677+295.0% | $134,475+154.6% |
| Participation rate | 85.7% | 78.9%+6.8pp | 76.6%+9.1pp | 81.2%+4.5pp |
| Annual return | -25.98% | 29.04%-55.0pp | 35.91%-61.9pp | 417.96%-443.9pp |
| Employer contribution / active EE | $2,820 | $3,489-19.2% | $2,836-0.6% | $4,740-40.5% |
| Participant deferral / active EE | $7,379 | $5,338+38.2% | $4,656+58.5% | $6,400+15.3% |
| Admin fee / account holder | $4,028 | $10,926-63.1% | $7,493-46.2% | $11,426-64.7% |