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 | $447,054 | $88,594+404.6% | $70,092+537.8% | $134,475+232.4% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -22.78% | 442.67%-465.4pp | 190.73%-213.5pp | 417.96%-440.7pp |
| Employer contribution / active EE | $10,315 | $3,233+219.1% | $2,559+303.1% | $4,740+117.6% |
| Participant deferral / active EE | $20,619 | $4,772+332.1% | $3,849+435.7% | $6,400+222.2% |
| Admin fee / account holder | $2,743 | $10,441-73.7% | $6,267-56.2% | $11,426-76.0% |