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 | $456,937 | $159,901+185.8% | $146,958+210.9% | $145,922+213.1% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | -0.27% | 98.13%-98.4pp | 418.34%-418.6pp | 561.29%-561.6pp |
| Employer contribution / active EE | $3,823 | $5,286-27.7% | $4,933-22.5% | $4,660-17.9% |
| Participant deferral / active EE | $3,186 | $8,428-62.2% | $8,070-60.5% | $6,688-52.4% |
| Admin fee / account holder | $54,787 | $15,044+264.2% | $12,998+321.5% | $13,397+308.9% |