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 9-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 | $909,100 | $209,411+334.1% | $178,490+409.3% | $158,922+472.0% |
| Participation rate | 95.8% | 86.3%+9.5pp | 81.9%+13.9pp | 82.0%+13.9pp |
| Annual return | -2.57% | 188.75%-191.3pp | 151.07%-153.6pp | 302.83%-305.4pp |
| Employer contribution / active EE | $9,392 | $5,706+64.6% | $5,011+87.4% | $4,761+97.3% |
| Participant deferral / active EE | $24,065 | $5,954+304.2% | $5,202+362.7% | $5,982+302.3% |
| Admin fee / account holder | $428,429 | $17,074+2409.2% | $13,984+2963.8% | $11,246+3709.7% |