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 | $407,691 | $138,065+195.3% | $123,544+230.0% | $135,375+201.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -12.41% | 153.68%-166.1pp | 119.20%-131.6pp | 519.73%-532.1pp |
| Employer contribution / active EE | $3,256 | $5,151-36.8% | $4,628-29.6% | $4,779-31.9% |
| Participant deferral / active EE | $9,765 | $6,799+43.6% | $6,426+52.0% | $5,609+74.1% |
| Admin fee / account holder | $8,563 | $10,916-21.6% | $9,284-7.8% | $10,827-20.9% |