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 | $262,334 | $138,065+90.0% | $123,544+112.3% | $135,375+93.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -11.47% | 153.68%-165.2pp | 119.20%-130.7pp | 519.73%-531.2pp |
| Employer contribution / active EE | $16,000 | $5,151+210.6% | $4,628+245.7% | $4,779+234.8% |
| Participant deferral / active EE | $24,000 | $6,799+253.0% | $6,426+273.5% | $5,609+327.9% |
| Admin fee / account holder | $1,119 | $10,916-89.8% | $9,284-88.0% | $10,827-89.7% |