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 | $272,596 | $160,055+70.3% | $140,016+94.7% | $135,375+101.4% |
| Participation rate | 95.0% | 88.5%+6.5pp | 87.5%+7.5pp | 82.6%+12.4pp |
| Annual return | -46.63% | 911.38%-958.0pp | 651.12%-697.8pp | 519.73%-566.4pp |
| Employer contribution / active EE | $73,780 | $6,420+1049.2% | $5,606+1216.1% | $4,779+1443.9% |
| Participant deferral / active EE | $4,994 | $7,642-34.6% | $6,927-27.9% | $5,609-11.0% |
| Admin fee / account holder | $55,693 | $13,328+317.9% | $10,705+420.2% | $10,827+414.4% |