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 | $347,316 | $171,865+102.1% | $149,718+132.0% | $147,584+135.3% |
| Participation rate | 94.1% | 88.2%+5.9pp | 87.1%+7.0pp | 82.8%+11.3pp |
| Annual return | -0.33% | 2113.22%-2113.5pp | 1501.63%-1502.0pp | 578.55%-578.9pp |
| Employer contribution / active EE | $17,842 | $6,275+184.3% | $5,445+227.7% | $4,876+265.9% |
| Participant deferral / active EE | $14,409 | $7,271+98.2% | $6,569+119.4% | $5,439+164.9% |
| Admin fee / account holder | $3,864 | $13,799-72.0% | $11,283-65.8% | $10,885-64.5% |