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 | $303,420 | $180,449+68.1% | $154,107+96.9% | $135,375+124.1% |
| Participation rate | 75.0% | 87.4%-12.4pp | 83.0%-8.0pp | 82.6%-7.6pp |
| Annual return | -9.96% | 888.09%-898.1pp | 735.12%-745.1pp | 519.73%-529.7pp |
| Employer contribution / active EE | $7,119 | $6,035+18.0% | $5,298+34.4% | $4,779+49.0% |
| Participant deferral / active EE | $5,428 | $5,806-6.5% | $5,081+6.8% | $5,609-3.2% |
| Admin fee / account holder | $10,638 | $16,143-34.1% | $13,411-20.7% | $10,827-1.7% |