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 | $255,559 | $152,509+67.6% | $117,472+117.5% | $134,475+90.0% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -28.70% | 52.99%-81.7pp | 29.74%-58.4pp | 417.96%-446.7pp |
| Employer contribution / active EE | $22,157 | $5,571+297.7% | $4,176+430.6% | $4,740+367.5% |
| Participant deferral / active EE | $18,715 | $4,818+288.5% | $4,070+359.8% | $6,400+192.4% |
| Admin fee / account holder | $10,679 | $7,004+52.5% | $5,645+89.2% | $11,426-6.5% |