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 | $488,535 | $209,411+133.3% | $178,490+173.7% | $158,922+207.4% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | -8.53% | 188.75%-197.3pp | 151.07%-159.6pp | 302.83%-311.4pp |
| Employer contribution / active EE | $2,668 | $5,706-53.2% | $5,011-46.8% | $4,761-44.0% |
| Participant deferral / active EE | $5,812 | $5,954-2.4% | $5,202+11.7% | $5,982-2.8% |
| Admin fee / account holder | $4,559 | $17,074-73.3% | $13,984-67.4% | $11,246-59.5% |