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 | $371,534 | $138,044+169.1% | $125,339+196.4% | $134,475+176.3% |
| Participation rate | 71.4% | 84.5%-13.1pp | 82.4%-10.9pp | 81.2%-9.8pp |
| Annual return | -21.92% | 750.33%-772.2pp | 572.05%-594.0pp | 417.96%-439.9pp |
| Employer contribution / active EE | $3,287 | $5,243-37.3% | $4,814-31.7% | $4,740-30.7% |
| Participant deferral / active EE | $10,502 | $7,799+34.7% | $7,446+41.0% | $6,400+64.1% |
| Admin fee / account holder | $4,726 | $11,571-59.2% | $10,010-52.8% | $11,426-58.6% |