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 6-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 | $284,517 | $152,509+86.6% | $117,472+142.2% | $134,475+111.6% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -34.10% | 52.99%-87.1pp | 29.74%-63.8pp | 417.96%-452.1pp |
| Employer contribution / active EE | $22,569 | $5,571+305.1% | $4,176+440.5% | $4,740+376.2% |
| Participant deferral / active EE | $16,317 | $4,818+238.7% | $4,070+300.9% | $6,400+155.0% |
| Admin fee / account holder | $6,941 | $7,004-0.9% | $5,645+23.0% | $11,426-39.2% |