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 | $287,923 | $135,635+112.3% | $110,238+161.2% | $135,375+112.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -8.87% | 513.19%-522.1pp | 314.74%-323.6pp | 519.73%-528.6pp |
| Employer contribution / active EE | $21,296 | $4,906+334.1% | $3,826+456.6% | $4,779+345.6% |
| Participant deferral / active EE | $10,169 | $5,506+84.7% | $4,672+117.7% | $5,609+81.3% |
| Admin fee / account holder | $30,279 | $11,457+164.3% | $8,547+254.3% | $10,827+179.7% |