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 | $539,001 | $211,958+154.3% | $169,463+218.1% | $135,375+298.2% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -10.94% | 3.26%-14.2pp | 1.83%-12.8pp | 519.73%-530.7pp |
| Employer contribution / active EE | $21,966 | $5,120+329.1% | $4,159+428.2% | $4,779+359.7% |
| Participant deferral / active EE | $5,000 | $6,075-17.7% | $5,277-5.2% | $5,609-10.9% |
| Admin fee / account holder | $61,052 | $11,471+432.2% | $9,109+570.2% | $10,827+463.9% |