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 | $406,900 | $209,411+94.3% | $178,490+128.0% | $158,922+156.0% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | -25.73% | 188.75%-214.5pp | 151.07%-176.8pp | 302.83%-328.6pp |
| Employer contribution / active EE | $6,054 | $5,706+6.1% | $5,011+20.8% | $4,761+27.1% |
| Participant deferral / active EE | $18,983 | $5,954+218.8% | $5,202+265.0% | $5,982+217.3% |
| Admin fee / account holder | $1,101 | $17,074-93.6% | $13,984-92.1% | $11,246-90.2% |