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 | $361,971 | $157,256+130.2% | $141,162+156.4% | $152,861+136.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | -4.04% | 64.32%-68.4pp | 71.39%-75.4pp | 345.32%-349.4pp |
| Employer contribution / active EE | $5,785 | $5,261+10.0% | $4,735+22.2% | $4,762+21.5% |
| Participant deferral / active EE | $5,530 | $7,109-22.2% | $6,709-17.6% | $5,850-5.5% |
| Admin fee / account holder | $17,005 | $12,120+40.3% | $10,261+65.7% | $11,596+46.6% |