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 | $450,752 | $177,572+153.8% | $154,803+191.2% | $142,382+216.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | -6.63% | 65.07%-71.7pp | 58.88%-65.5pp | 217.08%-223.7pp |
| Employer contribution / active EE | $1,527 | $4,810-68.3% | $4,305-64.5% | $4,299-64.5% |
| Participant deferral / active EE | $2,490 | $6,272-60.3% | $5,540-55.1% | $6,507-61.7% |
| Admin fee / account holder | $49,898 | $16,786+197.3% | $14,329+248.2% | $12,624+295.3% |