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 | $277,890 | $112,096+147.9% | $95,952+189.6% | $158,922+74.9% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | -2.01% | 171.09%-173.1pp | 91.61%-93.6pp | 302.83%-304.8pp |
| Employer contribution / active EE | $11,497 | $3,198+259.5% | $2,541+352.5% | $4,761+141.5% |
| Participant deferral / active EE | $10,994 | $4,784+129.8% | $4,167+163.8% | $5,982+83.8% |
| Admin fee / account holder | $17,500 | $10,130+72.7% | $6,795+157.5% | $11,246+55.6% |