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 9-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 | $639,480 | $209,411+205.4% | $178,490+258.3% | $158,922+302.4% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | -15.60% | 188.75%-204.3pp | 151.07%-166.7pp | 302.83%-318.4pp |
| Employer contribution / active EE | $16,277 | $5,706+185.2% | $5,011+224.8% | $4,761+241.9% |
| Participant deferral / active EE | $22,100 | $5,954+271.2% | $5,202+324.9% | $5,982+269.4% |
| Admin fee / account holder | $4,583 | $17,074-73.2% | $13,984-67.2% | $11,246-59.2% |