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 5-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 | $578,690 | $108,919+431.3% | $100,391+476.4% | $145,922+296.6% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | -0.64% | 57.88%-58.5pp | 49.20%-49.8pp | 561.29%-561.9pp |
| Employer contribution / active EE | $4,514 | $4,419+2.1% | $3,942+14.5% | $4,660-3.1% |
| Participant deferral / active EE | $0 | $8,445-100.0% | $8,082-100.0% | $6,688-100.0% |
| Admin fee / account holder | $880 | $9,689-90.9% | $7,899-88.9% | $13,397-93.4% |