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 | $373,476 | $197,591+89.0% | $177,821+110.0% | $158,922+135.0% |
| Participation rate | 85.7% | 88.5%-2.8pp | 87.7%-2.0pp | 82.0%+3.8pp |
| Annual return | -3.64% | 58.76%-62.4pp | 48.32%-52.0pp | 302.83%-306.5pp |
| Employer contribution / active EE | $16,902 | $6,697+152.4% | $5,918+185.6% | $4,761+255.0% |
| Participant deferral / active EE | $14,389 | $8,405+71.2% | $7,714+86.5% | $5,982+140.5% |
| Admin fee / account holder | $1,786 | $15,399-88.4% | $12,427-85.6% | $11,246-84.1% |