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 | $482,775 | $183,519+163.1% | $155,509+210.4% | $145,922+230.8% |
| Participation rate | 73.3% | 82.7%-9.3pp | 78.2%-4.9pp | 80.3%-6.9pp |
| Annual return | -0.23% | 61.17%-61.4pp | 64.67%-64.9pp | 561.29%-561.5pp |
| Employer contribution / active EE | $6,780 | $5,313+27.6% | $4,672+45.1% | $4,660+45.5% |
| Participant deferral / active EE | $8,305 | $6,462+28.5% | $5,626+47.6% | $6,688+24.2% |
| Admin fee / account holder | $4,028 | $19,313-79.1% | $15,912-74.7% | $13,397-69.9% |