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 | $439,895 | $138,044+218.7% | $125,339+251.0% | $134,475+227.1% |
| Participation rate | 86.7% | 84.5%+2.2pp | 82.4%+4.3pp | 81.2%+5.4pp |
| Annual return | -20.71% | 750.33%-771.0pp | 572.05%-592.8pp | 417.96%-438.7pp |
| Employer contribution / active EE | $4,604 | $5,243-12.2% | $4,814-4.4% | $4,740-2.9% |
| Participant deferral / active EE | $12,349 | $7,799+58.3% | $7,446+65.8% | $6,400+93.0% |
| Admin fee / account holder | $4,790 | $11,571-58.6% | $10,010-52.1% | $11,426-58.1% |