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 5-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 | $254,081 | $84,402+201.0% | $61,373+314.0% | $134,475+88.9% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -44.38% | 584.55%-628.9pp | 338.61%-383.0pp | 417.96%-462.3pp |
| Employer contribution / active EE | $891 | $1,544-42.3% | $1,159-23.1% | $4,740-81.2% |
| Participant deferral / active EE | $851 | $2,819-69.8% | $2,125-60.0% | $6,400-86.7% |
| Admin fee / account holder | $4,117 | $2,585+59.2% | $2,130+93.3% | $11,426-64.0% |