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 | $366,862 | $167,307+119.3% | $143,757+155.2% | $134,475+172.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -46.63% | 0.46%-47.1pp | -0.04%-46.6pp | 417.96%-464.6pp |
| Employer contribution / active EE | $10,435 | $5,619+85.7% | $4,951+110.8% | $4,740+120.2% |
| Participant deferral / active EE | $14,950 | $6,446+131.9% | $5,637+165.2% | $6,400+133.6% |
| Admin fee / account holder | $13,610 | $18,088-24.8% | $14,673-7.2% | $11,426+19.1% |