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 | $381,089 | $183,519+107.7% | $155,509+145.1% | $145,922+161.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | -3.86% | 61.17%-65.0pp | 64.67%-68.5pp | 561.29%-565.1pp |
| Employer contribution / active EE | $11,039 | $5,313+107.8% | $4,672+136.3% | $4,660+136.9% |
| Participant deferral / active EE | $12,100 | $6,462+87.2% | $5,626+115.1% | $6,688+80.9% |
| Admin fee / account holder | $727 | $19,313-96.2% | $15,912-95.4% | $13,397-94.6% |