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 | $289,773 | $138,065+109.9% | $123,544+134.5% | $135,375+114.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -10.31% | 153.68%-164.0pp | 119.20%-129.5pp | 519.73%-530.0pp |
| Employer contribution / active EE | $30,508 | $5,151+492.2% | $4,628+559.2% | $4,779+538.4% |
| Participant deferral / active EE | $8,959 | $6,799+31.8% | $6,426+39.4% | $5,609+59.7% |
| Admin fee / account holder | $1,460 | $10,916-86.6% | $9,284-84.3% | $10,827-86.5% |