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 | $452,076 | $138,065+227.4% | $123,544+265.9% | $135,375+233.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -16.37% | 153.68%-170.1pp | 119.20%-135.6pp | 519.73%-536.1pp |
| Employer contribution / active EE | $3,233 | $5,151-37.3% | $4,628-30.1% | $4,779-32.4% |
| Participant deferral / active EE | $8,723 | $6,799+28.3% | $6,426+35.7% | $5,609+55.5% |
| Admin fee / account holder | $21,693 | $10,916+98.7% | $9,284+133.7% | $10,827+100.4% |