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 | $373,461 | $190,805+95.7% | $159,960+133.5% | $134,475+177.7% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -23.55% | 552.23%-575.8pp | 408.60%-432.2pp | 417.96%-441.5pp |
| Employer contribution / active EE | $6,771 | $4,995+35.5% | $4,226+60.2% | $4,740+42.9% |
| Participant deferral / active EE | $13,640 | $6,923+97.0% | $6,182+120.6% | $6,400+113.1% |
| Admin fee / account holder | $2,115 | $10,471-79.8% | $8,698-75.7% | $11,426-81.5% |