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 | $254,382 | $138,044+84.3% | $125,339+103.0% | $134,475+89.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -21.26% | 750.33%-771.6pp | 572.05%-593.3pp | 417.96%-439.2pp |
| Employer contribution / active EE | $12,017 | $5,243+129.2% | $4,814+149.6% | $4,740+153.5% |
| Participant deferral / active EE | $7,442 | $7,799-4.6% | $7,446-0.1% | $6,400+16.3% |
| Admin fee / account holder | $1,773 | $11,571-84.7% | $10,010-82.3% | $11,426-84.5% |