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 | $510,722 | $175,202+191.5% | $149,673+241.2% | $139,434+266.3% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | -16.67% | 166.71%-183.4pp | 134.42%-151.1pp | 372.94%-389.6pp |
| Employer contribution / active EE | $8,925 | $5,474+63.0% | $4,818+85.3% | $4,751+87.9% |
| Participant deferral / active EE | $11,875 | $6,519+82.2% | $5,680+109.1% | $6,710+77.0% |
| Admin fee / account holder | $31,671 | $16,150+96.1% | $13,210+139.8% | $11,403+177.8% |