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 9-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 | $498,626 | $183,519+171.7% | $155,509+220.6% | $145,922+241.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | -4.31% | 61.17%-65.5pp | 64.67%-69.0pp | 561.29%-565.6pp |
| Employer contribution / active EE | $2,360 | $5,313-55.6% | $4,672-49.5% | $4,660-49.4% |
| Participant deferral / active EE | $9,589 | $6,462+48.4% | $5,626+70.4% | $6,688+43.4% |
| Admin fee / account holder | $65,089 | $19,313+237.0% | $15,912+309.1% | $13,397+385.9% |