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 | $268,259 | $142,344+88.5% | $119,609+124.3% | $134,475+99.5% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -46.18% | -12.44%-33.7pp | -14.97%-31.2pp | 417.96%-464.1pp |
| Employer contribution / active EE | $9,501 | $5,222+81.9% | $4,232+124.5% | $4,740+100.5% |
| Participant deferral / active EE | $6,857 | $6,469+6.0% | $5,602+22.4% | $6,400+7.1% |
| Admin fee / account holder | $479 | $13,584-96.5% | $10,323-95.4% | $11,426-95.8% |