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 | $287,183 | $138,044+108.0% | $125,339+129.1% | $134,475+113.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -23.35% | 750.33%-773.7pp | 572.05%-595.4pp | 417.96%-441.3pp |
| Employer contribution / active EE | $4,369 | $5,243-16.7% | $4,814-9.2% | $4,740-7.8% |
| Participant deferral / active EE | $8,407 | $7,799+7.8% | $7,446+12.9% | $6,400+31.4% |
| Admin fee / account holder | $1,072 | $11,571-90.7% | $10,010-89.3% | $11,426-90.6% |