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 | $267,090 | $102,604+160.3% | $86,188+209.9% | $139,434+91.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | -16.16% | 1922.51%-1938.7pp | 1168.45%-1184.6pp | 372.94%-389.1pp |
| Employer contribution / active EE | $7,727 | $3,032+154.8% | $2,380+224.7% | $4,751+62.7% |
| Participant deferral / active EE | $6,947 | $4,676+48.6% | $3,985+74.3% | $6,710+3.5% |
| Admin fee / account holder | $3,659 | $8,657-57.7% | $6,852-46.6% | $11,403-67.9% |