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 | $462,996 | $138,044+235.4% | $125,339+269.4% | $134,475+244.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -27.72% | 750.33%-778.0pp | 572.05%-599.8pp | 417.96%-445.7pp |
| Employer contribution / active EE | $4,735 | $5,243-9.7% | $4,814-1.6% | $4,740-0.1% |
| Participant deferral / active EE | $12,597 | $7,799+61.5% | $7,446+69.2% | $6,400+96.8% |
| Admin fee / account holder | $6,507 | $11,571-43.8% | $10,010-35.0% | $11,426-43.1% |