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 7-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 | $648,122 | $190,805+239.7% | $159,960+305.2% | $134,475+382.0% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -26.74% | 552.23%-579.0pp | 408.60%-435.3pp | 417.96%-444.7pp |
| Employer contribution / active EE | $10,625 | $4,995+112.7% | $4,226+151.4% | $4,740+124.2% |
| Participant deferral / active EE | $14,451 | $6,923+108.7% | $6,182+133.7% | $6,400+125.8% |
| Admin fee / account holder | $16,251 | $10,471+55.2% | $8,698+86.8% | $11,426+42.2% |