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 | $459,440 | $180,449+154.6% | $154,107+198.1% | $135,375+239.4% |
| Participation rate | 85.7% | 87.4%-1.7pp | 83.0%+2.7pp | 82.6%+3.1pp |
| Annual return | -30.92% | 888.09%-919.0pp | 735.12%-766.0pp | 519.73%-550.7pp |
| Employer contribution / active EE | $13,563 | $6,035+124.7% | $5,298+156.0% | $4,779+183.8% |
| Participant deferral / active EE | $13,623 | $5,806+134.6% | $5,081+168.1% | $5,609+142.9% |
| Admin fee / account holder | $1,282 | $16,143-92.1% | $13,411-90.4% | $10,827-88.2% |