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 | $649,954 | $160,055+306.1% | $140,016+364.2% | $135,375+380.1% |
| Participation rate | 93.8% | 88.5%+5.2pp | 87.5%+6.3pp | 82.6%+11.1pp |
| Annual return | -10.19% | 911.38%-921.6pp | 651.12%-661.3pp | 519.73%-529.9pp |
| Employer contribution / active EE | $1,579 | $6,420-75.4% | $5,606-71.8% | $4,779-67.0% |
| Participant deferral / active EE | $5,689 | $7,642-25.6% | $6,927-17.9% | $5,609+1.4% |
| Admin fee / account holder | $30,263 | $13,328+127.1% | $10,705+182.7% | $10,827+179.5% |