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 | $306,805 | $148,534+106.6% | $135,903+125.8% | $139,434+120.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | -3.02% | 79.19%-82.2pp | 68.23%-71.3pp | 372.94%-376.0pp |
| Employer contribution / active EE | $10,852 | $5,243+107.0% | $4,856+123.5% | $4,751+128.4% |
| Participant deferral / active EE | $10,943 | $8,100+35.1% | $7,758+41.1% | $6,710+63.1% |
| Admin fee / account holder | $153,492 | $12,400+1137.9% | $10,762+1326.2% | $11,403+1246.1% |