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 | $300,284 | $75,828+296.0% | $147,614+103.4% | $59,632+403.6% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -3.34% | 0.37%-3.7pp | 61.98%-65.3pp | 2041.28%-2044.6pp |
| Employer contribution / active EE | $14,818 | $3,485+325.2% | $5,564+166.3% | $2,203+572.7% |
| Participant deferral / active EE | $5,728 | $3,130+83.0% | $4,895+17.0% | $3,192+79.5% |
| Admin fee / account holder | $6,687 | $5,985+11.7% | $11,611-42.4% | $4,297+55.6% |