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 7-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 | $280,877 | $197,825+42.0% | $155,790+80.3% | $125,391+124.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | -4.22% | 86.74%-91.0pp | 71.54%-75.8pp | 282.22%-286.4pp |
| Employer contribution / active EE | $7,346 | $4,847+51.6% | $3,836+91.5% | $4,866+51.0% |
| Participant deferral / active EE | $10,951 | $5,630+94.5% | $4,797+128.3% | $5,352+104.6% |
| Admin fee / account holder | $10,921 | $9,545+14.4% | $7,478+46.1% | $9,540+14.5% |