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 | $258,917 | $138,044+87.6% | $125,339+106.6% | $134,475+92.5% |
| Participation rate | 76.5% | 84.5%-8.0pp | 82.4%-5.9pp | 81.2%-4.8pp |
| Annual return | -21.35% | 750.33%-771.7pp | 572.05%-593.4pp | 417.96%-439.3pp |
| Employer contribution / active EE | $4,184 | $5,243-20.2% | $4,814-13.1% | $4,740-11.7% |
| Participant deferral / active EE | $7,752 | $7,799-0.6% | $7,446+4.1% | $6,400+21.1% |
| Admin fee / account holder | $5,059 | $11,571-56.3% | $10,010-49.5% | $11,426-55.7% |