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 | $638,245 | $138,044+362.3% | $125,339+409.2% | $134,475+374.6% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -28.20% | 750.33%-778.5pp | 572.05%-600.2pp | 417.96%-446.2pp |
| Employer contribution / active EE | $4,076 | $5,243-22.3% | $4,814-15.3% | $4,740-14.0% |
| Participant deferral / active EE | $19,632 | $7,799+151.7% | $7,446+163.7% | $6,400+206.8% |
| Admin fee / account holder | $323 | $11,571-97.2% | $10,010-96.8% | $11,426-97.2% |