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 | $277,689 | $190,805+45.5% | $159,960+73.6% | $134,475+106.5% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -29.71% | 552.23%-581.9pp | 408.60%-438.3pp | 417.96%-447.7pp |
| Employer contribution / active EE | $12,833 | $4,995+156.9% | $4,226+203.7% | $4,740+170.8% |
| Participant deferral / active EE | $8,833 | $6,923+27.6% | $6,182+42.9% | $6,400+38.0% |
| Admin fee / account holder | $13,659 | $10,471+30.4% | $8,698+57.0% | $11,426+19.5% |