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 | $373,035 | $209,411+78.1% | $178,490+109.0% | $158,922+134.7% |
| Participation rate | 75.0% | 86.3%-11.3pp | 81.9%-6.9pp | 82.0%-7.0pp |
| Annual return | -0.53% | 188.75%-189.3pp | 151.07%-151.6pp | 302.83%-303.4pp |
| Employer contribution / active EE | $8,158 | $5,706+43.0% | $5,011+62.8% | $4,761+71.3% |
| Participant deferral / active EE | $7,380 | $5,954+23.9% | $5,202+41.9% | $5,982+23.4% |
| Admin fee / account holder | $2,865 | $17,074-83.2% | $13,984-79.5% | $11,246-74.5% |