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 | $338,823 | $105,998+219.7% | $92,233+267.4% | $147,584+129.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | -2.50% | 50.05%-52.6pp | 176.28%-178.8pp | 578.55%-581.1pp |
| Employer contribution / active EE | $2,108 | $4,333-51.4% | $3,679-42.7% | $4,876-56.8% |
| Participant deferral / active EE | $12,092 | $4,478+170.1% | $3,897+210.3% | $5,439+122.3% |
| Admin fee / account holder | $1,064 | $6,332-83.2% | $5,194-79.5% | $10,885-90.2% |