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 | $294,055 | $148,534+98.0% | $135,903+116.4% | $139,434+110.9% |
| Participation rate | 95.8% | 83.9%+12.0pp | 81.9%+13.9pp | 80.3%+15.5pp |
| Annual return | -2.75% | 79.19%-81.9pp | 68.23%-71.0pp | 372.94%-375.7pp |
| Employer contribution / active EE | $2,613 | $5,243-50.2% | $4,856-46.2% | $4,751-45.0% |
| Participant deferral / active EE | $8,681 | $8,100+7.2% | $7,758+11.9% | $6,710+29.4% |
| Admin fee / account holder | $13,440 | $12,400+8.4% | $10,762+24.9% | $11,403+17.9% |