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 | $264,117 | $183,963+43.6% | $162,163+62.9% | $152,861+72.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | -50.20% | 150.76%-201.0pp | 115.59%-165.8pp | 345.32%-395.5pp |
| Employer contribution / active EE | $4,202 | $6,371-34.0% | $5,614-25.1% | $4,762-11.8% |
| Participant deferral / active EE | $17,969 | $8,034+123.7% | $7,298+146.2% | $5,850+207.1% |
| Admin fee / account holder | $11,105 | $13,121-15.4% | $10,843+2.4% | $11,596-4.2% |