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 | $303,242 | $100,754+201.0% | $86,677+249.9% | $134,475+125.5% |
| Participation rate | 88.9% | 78.9%+10.0pp | 76.6%+12.3pp | 81.2%+7.7pp |
| Annual return | -21.19% | 29.04%-50.2pp | 35.91%-57.1pp | 417.96%-439.2pp |
| Employer contribution / active EE | $3,242 | $3,489-7.1% | $2,836+14.3% | $4,740-31.6% |
| Participant deferral / active EE | $14,790 | $5,338+177.1% | $4,656+217.7% | $6,400+131.1% |
| Admin fee / account holder | $455 | $10,926-95.8% | $7,493-93.9% | $11,426-96.0% |