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 | $319,634 | $102,604+211.5% | $86,188+270.9% | $139,434+129.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | -0.84% | 1922.51%-1923.4pp | 1168.45%-1169.3pp | 372.94%-373.8pp |
| Employer contribution / active EE | $25,392 | $3,032+737.4% | $2,380+966.8% | $4,751+434.5% |
| Participant deferral / active EE | $4,043 | $4,676-13.5% | $3,985+1.4% | $6,710-39.7% |
| Admin fee / account holder | $2,532 | $8,657-70.8% | $6,852-63.1% | $11,403-77.8% |