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 | $283,308 | $180,449+57.0% | $154,107+83.8% | $135,375+109.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -11.74% | 888.09%-899.8pp | 735.12%-746.9pp | 519.73%-531.5pp |
| Employer contribution / active EE | $3,045 | $6,035-49.5% | $5,298-42.5% | $4,779-36.3% |
| Participant deferral / active EE | $8,956 | $5,806+54.3% | $5,081+76.3% | $5,609+59.7% |
| Admin fee / account holder | $5,309 | $16,143-67.1% | $13,411-60.4% | $10,827-51.0% |