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 | $336,797 | $138,065+143.9% | $123,544+172.6% | $135,375+148.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -10.86% | 153.68%-164.5pp | 119.20%-130.1pp | 519.73%-530.6pp |
| Employer contribution / active EE | $18,639 | $5,151+261.8% | $4,628+302.8% | $4,779+290.0% |
| Participant deferral / active EE | $15,625 | $6,799+129.8% | $6,426+143.2% | $5,609+178.6% |
| Admin fee / account holder | $819 | $10,916-92.5% | $9,284-91.2% | $10,827-92.4% |