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 | $318,839 | $75,828+320.5% | $147,614+116.0% | $59,632+434.7% |
| Participation rate | 96.8% | 71.6%+25.3pp | 84.6%+12.2pp | 68.7%+28.2pp |
| Annual return | -3.43% | 0.37%-3.8pp | 61.98%-65.4pp | 2041.28%-2044.7pp |
| Employer contribution / active EE | $12,490 | $3,485+258.5% | $5,564+124.5% | $2,203+467.1% |
| Participant deferral / active EE | $5,935 | $3,130+89.6% | $4,895+21.2% | $3,192+86.0% |
| Admin fee / account holder | $13,506 | $5,985+125.7% | $11,611+16.3% | $4,297+214.3% |