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 | $309,181 | $115,770+167.1% | $101,248+205.4% | $158,922+94.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | -1.40% | 56.14%-57.5pp | 46.47%-47.9pp | 302.83%-304.2pp |
| Employer contribution / active EE | $7,675 | $4,175+83.8% | $3,660+109.7% | $4,761+61.2% |
| Participant deferral / active EE | $6,779 | $4,957+36.8% | $4,370+55.1% | $5,982+13.3% |
| Admin fee / account holder | $3,725 | $7,245-48.6% | $5,945-37.3% | $11,246-66.9% |