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 | $347,945 | $138,044+152.1% | $125,339+177.6% | $134,475+158.7% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -25.04% | 750.33%-775.4pp | 572.05%-597.1pp | 417.96%-443.0pp |
| Employer contribution / active EE | $6,282 | $5,243+19.8% | $4,814+30.5% | $4,740+32.5% |
| Participant deferral / active EE | $15,116 | $7,799+93.8% | $7,446+103.0% | $6,400+136.2% |
| Admin fee / account holder | $2,148 | $11,571-81.4% | $10,010-78.5% | $11,426-81.2% |