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 | $369,357 | $100,852+266.2% | $90,404+308.6% | $158,922+132.4% |
| Participation rate | 88.9% | 75.0%+13.9pp | 72.7%+16.2pp | 82.0%+6.9pp |
| Annual return | -0.14% | 1724.20%-1724.3pp | 1293.02%-1293.2pp | 302.83%-303.0pp |
| Employer contribution / active EE | $19,332 | $3,689+424.1% | $3,262+492.6% | $4,761+306.0% |
| Participant deferral / active EE | $9,179 | $4,348+111.1% | $3,963+131.6% | $5,982+53.4% |
| Admin fee / account holder | $162,756 | $6,501+2403.5% | $5,611+2800.7% | $11,246+1347.3% |