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 | $443,263 | $209,411+111.7% | $178,490+148.3% | $158,922+178.9% |
| Participation rate | 77.8% | 86.3%-8.6pp | 81.9%-4.1pp | 82.0%-4.2pp |
| Annual return | -3.86% | 188.75%-192.6pp | 151.07%-154.9pp | 302.83%-306.7pp |
| Employer contribution / active EE | $1,699 | $5,706-70.2% | $5,011-66.1% | $4,761-64.3% |
| Participant deferral / active EE | $9,263 | $5,954+55.6% | $5,202+78.1% | $5,982+54.8% |
| Admin fee / account holder | $1,863 | $17,074-89.1% | $13,984-86.7% | $11,246-83.4% |