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 | $374,723 | $138,044+171.5% | $125,339+199.0% | $134,475+178.7% |
| Participation rate | 90.0% | 84.5%+5.5pp | 82.4%+7.6pp | 81.2%+8.8pp |
| Annual return | -20.81% | 750.33%-771.1pp | 572.05%-592.9pp | 417.96%-438.8pp |
| Employer contribution / active EE | $4,876 | $5,243-7.0% | $4,814+1.3% | $4,740+2.9% |
| Participant deferral / active EE | $12,069 | $7,799+54.8% | $7,446+62.1% | $6,400+88.6% |
| Admin fee / account holder | $8,969 | $11,571-22.5% | $10,010-10.4% | $11,426-21.5% |