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 | $267,252 | $102,604+160.5% | $86,188+210.1% | $139,434+91.7% |
| Participation rate | 87.5% | 74.5%+13.0pp | 69.0%+18.5pp | 80.3%+7.2pp |
| Annual return | -7.90% | 1922.51%-1930.4pp | 1168.45%-1176.4pp | 372.94%-380.8pp |
| Employer contribution / active EE | $29,768 | $3,032+881.7% | $2,380+1150.7% | $4,751+526.6% |
| Participant deferral / active EE | $2,719 | $4,676-41.9% | $3,985-31.8% | $6,710-59.5% |
| Admin fee / account holder | $51,664 | $8,657+496.8% | $6,852+654.0% | $11,403+353.1% |