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 | $283,476 | $138,044+105.4% | $125,339+126.2% | $134,475+110.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -21.31% | 750.33%-771.6pp | 572.05%-593.4pp | 417.96%-439.3pp |
| Employer contribution / active EE | $1,027 | $5,243-80.4% | $4,814-78.7% | $4,740-78.3% |
| Participant deferral / active EE | $5,755 | $7,799-26.2% | $7,446-22.7% | $6,400-10.1% |
| Admin fee / account holder | $7,793 | $11,571-32.7% | $10,010-22.1% | $11,426-31.8% |