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 | $349,736 | $138,044+153.4% | $125,339+179.0% | $134,475+160.1% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -23.69% | 750.33%-774.0pp | 572.05%-595.7pp | 417.96%-441.7pp |
| Employer contribution / active EE | $6,538 | $5,243+24.7% | $4,814+35.8% | $4,740+37.9% |
| Participant deferral / active EE | $31,660 | $7,799+306.0% | $7,446+325.2% | $6,400+394.7% |
| Admin fee / account holder | $4,025 | $11,571-65.2% | $10,010-59.8% | $11,426-64.8% |