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 | $772,574 | $175,202+341.0% | $149,673+416.2% | $139,434+454.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | -2.20% | 166.71%-168.9pp | 134.42%-136.6pp | 372.94%-375.1pp |
| Employer contribution / active EE | $1,463 | $5,474-73.3% | $4,818-69.6% | $4,751-69.2% |
| Participant deferral / active EE | $4,430 | $6,519-32.0% | $5,680-22.0% | $6,710-34.0% |
| Admin fee / account holder | $32,739 | $16,150+102.7% | $13,210+147.8% | $11,403+187.1% |