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 9-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 | $555,771 | $202,318+174.7% | $172,739+221.7% | $152,861+263.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | -2.76% | 1029.65%-1032.4pp | 802.84%-805.6pp | 345.32%-348.1pp |
| Employer contribution / active EE | $24,607 | $5,856+320.2% | $5,143+378.5% | $4,762+416.7% |
| Participant deferral / active EE | $14,590 | $5,948+145.3% | $5,198+180.7% | $5,850+149.4% |
| Admin fee / account holder | $6,194 | $17,109-63.8% | $13,954-55.6% | $11,596-46.6% |