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 | $324,680 | $179,726+80.7% | $156,263+107.8% | $142,382+128.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | -11.06% | 77.86%-88.9pp | 59.47%-70.5pp | 217.08%-228.1pp |
| Employer contribution / active EE | $28,210 | $5,069+456.5% | $4,333+551.0% | $4,299+556.2% |
| Participant deferral / active EE | $23,840 | $6,956+242.7% | $6,158+287.1% | $6,507+266.4% |
| Admin fee / account holder | $715 | $17,272-95.9% | $14,255-95.0% | $12,624-94.3% |