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 | $329,113 | $168,632+95.2% | $147,614+123.0% | $125,391+162.5% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -4.78% | 77.65%-82.4pp | 61.98%-66.8pp | 282.22%-287.0pp |
| Employer contribution / active EE | $13,921 | $6,252+122.7% | $5,564+150.2% | $4,866+186.1% |
| Participant deferral / active EE | $16,300 | $5,507+196.0% | $4,895+233.0% | $5,352+204.6% |
| Admin fee / account holder | $3,938 | $13,580-71.0% | $11,611-66.1% | $9,540-58.7% |