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 | $299,993 | $138,044+117.3% | $125,339+139.3% | $134,475+123.1% |
| Participation rate | 84.2% | 84.5%-0.3pp | 82.4%+1.8pp | 81.2%+3.0pp |
| Annual return | -24.17% | 750.33%-774.5pp | 572.05%-596.2pp | 417.96%-442.1pp |
| Employer contribution / active EE | $12,481 | $5,243+138.0% | $4,814+159.3% | $4,740+163.3% |
| Participant deferral / active EE | $12,018 | $7,799+54.1% | $7,446+61.4% | $6,400+87.8% |
| Admin fee / account holder | $2,044 | $11,571-82.3% | $10,010-79.6% | $11,426-82.1% |