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 | $256,744 | $95,971+167.5% | $74,550+244.4% | $135,375+89.7% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -9.24% | 56.96%-66.2pp | 32.53%-41.8pp | 519.73%-529.0pp |
| Employer contribution / active EE | $8,884 | $2,716+227.1% | $1,961+353.1% | $4,779+85.9% |
| Participant deferral / active EE | $5,867 | $3,843+52.6% | $3,108+88.8% | $5,609+4.6% |
| Admin fee / account holder | $2,095 | $6,522-67.9% | $5,060-58.6% | $10,827-80.6% |