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 | $369,871 | $100,852+266.7% | $90,404+309.1% | $158,922+132.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | -11.12% | 1724.20%-1735.3pp | 1293.02%-1304.1pp | 302.83%-313.9pp |
| Employer contribution / active EE | $1,672 | $3,689-54.7% | $3,262-48.7% | $4,761-64.9% |
| Participant deferral / active EE | $6,815 | $4,348+56.7% | $3,963+71.9% | $5,982+13.9% |
| Admin fee / account holder | $4,823 | $6,501-25.8% | $5,611-14.0% | $11,246-57.1% |