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 | $456,966 | $175,202+160.8% | $149,673+205.3% | $139,434+227.7% |
| Participation rate | 71.4% | 83.4%-12.0pp | 78.8%-7.3pp | 80.3%-8.9pp |
| Annual return | -3.60% | 166.71%-170.3pp | 134.42%-138.0pp | 372.94%-376.5pp |
| Employer contribution / active EE | $5,605 | $5,474+2.4% | $4,818+16.3% | $4,751+18.0% |
| Participant deferral / active EE | $10,737 | $6,519+64.7% | $5,680+89.0% | $6,710+60.0% |
| Admin fee / account holder | $8,476 | $16,150-47.5% | $13,210-35.8% | $11,403-25.7% |