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 | $605,705 | $165,335+266.3% | $149,696+304.6% | $158,922+281.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | -9.30% | 348.15%-357.4pp | 276.60%-285.9pp | 302.83%-312.1pp |
| Employer contribution / active EE | $9,885 | $5,103+93.7% | $4,644+112.8% | $4,761+107.6% |
| Participant deferral / active EE | $9,000 | $7,181+25.3% | $6,842+31.5% | $5,982+50.4% |
| Admin fee / account holder | $2,765 | $10,807-74.4% | $9,309-70.3% | $11,246-75.4% |