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 | $588,319 | $183,519+220.6% | $155,509+278.3% | $145,922+303.2% |
| Participation rate | 94.4% | 82.7%+11.8pp | 78.2%+16.3pp | 80.3%+14.2pp |
| Annual return | -10.19% | 61.17%-71.4pp | 64.67%-74.9pp | 561.29%-571.5pp |
| Employer contribution / active EE | $27,914 | $5,313+425.4% | $4,672+497.4% | $4,660+499.1% |
| Participant deferral / active EE | $18,978 | $6,462+193.7% | $5,626+237.3% | $6,688+183.8% |
| Admin fee / account holder | $4,591 | $19,313-76.2% | $15,912-71.1% | $13,397-65.7% |