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 | $541,907 | $96,305+462.7% | $80,569+572.6% | $139,434+288.6% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | -21.04% | 1350.08%-1371.1pp | 935.43%-956.5pp | 372.94%-394.0pp |
| Employer contribution / active EE | $22,450 | $3,262+588.2% | $2,723+724.3% | $4,751+372.6% |
| Participant deferral / active EE | $17,931 | $5,232+242.7% | $4,447+303.2% | $6,710+167.2% |
| Admin fee / account holder | $1,315 | $6,599-80.1% | $5,377-75.6% | $11,403-88.5% |