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 | $508,285 | $209,411+142.7% | $178,490+184.8% | $158,922+219.8% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | -20.07% | 188.75%-208.8pp | 151.07%-171.1pp | 302.83%-322.9pp |
| Employer contribution / active EE | $4,443 | $5,706-22.1% | $5,011-11.3% | $4,761-6.7% |
| Participant deferral / active EE | $6,695 | $5,954+12.4% | $5,202+28.7% | $5,982+11.9% |
| Admin fee / account holder | $357 | $17,074-97.9% | $13,984-97.4% | $11,246-96.8% |