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 | $303,137 | $160,055+89.4% | $140,016+116.5% | $135,375+123.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -11.06% | 911.38%-922.4pp | 651.12%-662.2pp | 519.73%-530.8pp |
| Employer contribution / active EE | $1,882 | $6,420-70.7% | $5,606-66.4% | $4,779-60.6% |
| Participant deferral / active EE | $10,667 | $7,642+39.6% | $6,927+54.0% | $5,609+90.2% |
| Admin fee / account holder | $505 | $13,328-96.2% | $10,705-95.3% | $10,827-95.3% |