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 | $721,036 | $148,534+385.4% | $135,903+430.6% | $139,434+417.1% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | -8.40% | 79.19%-87.6pp | 68.23%-76.6pp | 372.94%-381.3pp |
| Employer contribution / active EE | $4,328 | $5,243-17.5% | $4,856-10.9% | $4,751-8.9% |
| Participant deferral / active EE | $12,323 | $8,100+52.1% | $7,758+58.8% | $6,710+83.6% |
| Admin fee / account holder | $7,343 | $12,400-40.8% | $10,762-31.8% | $11,403-35.6% |