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 | $410,604 | $183,963+123.2% | $162,163+153.2% | $152,861+168.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | -18.50% | 150.76%-169.3pp | 115.59%-134.1pp | 345.32%-363.8pp |
| Employer contribution / active EE | $2,873 | $6,371-54.9% | $5,614-48.8% | $4,762-39.7% |
| Participant deferral / active EE | $9,006 | $8,034+12.1% | $7,298+23.4% | $5,850+54.0% |
| Admin fee / account holder | $55,253 | $13,121+321.1% | $10,843+409.6% | $11,596+376.5% |