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 | $313,733 | $214,378+46.3% | $200,582+56.4% | $142,382+120.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | -4.67% | 46.41%-51.1pp | 42.33%-47.0pp | 217.08%-221.7pp |
| Employer contribution / active EE | $22,711 | $6,841+232.0% | $6,419+253.8% | $4,299+428.3% |
| Participant deferral / active EE | $12,882 | $9,865+30.6% | $9,331+38.1% | $6,507+98.0% |
| Admin fee / account holder | $1,750 | $17,692-90.1% | $16,305-89.3% | $12,624-86.1% |