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 | $355,165 | $138,044+157.3% | $125,339+183.4% | $134,475+164.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -20.89% | 750.33%-771.2pp | 572.05%-592.9pp | 417.96%-438.9pp |
| Employer contribution / active EE | $18,129 | $5,243+245.8% | $4,814+276.6% | $4,740+282.5% |
| Participant deferral / active EE | $6,019 | $7,799-22.8% | $7,446-19.2% | $6,400-6.0% |
| Admin fee / account holder | $3,592 | $11,571-69.0% | $10,010-64.1% | $11,426-68.6% |