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 | $295,896 | $168,632+75.5% | $147,614+100.5% | $125,391+136.0% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -4.29% | 77.65%-81.9pp | 61.98%-66.3pp | 282.22%-286.5pp |
| Employer contribution / active EE | $19,795 | $6,252+216.6% | $5,564+255.7% | $4,866+306.8% |
| Participant deferral / active EE | $7,825 | $5,507+42.1% | $4,895+59.8% | $5,352+46.2% |
| Admin fee / account holder | $1,252 | $13,580-90.8% | $11,611-89.2% | $9,540-86.9% |