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 | $478,691 | $82,664+479.1% | $125,339+281.9% | $68,494+598.9% |
| Participation rate | 73.3% | 75.0%-1.7pp | 82.4%-9.0pp | 67.9%+5.4pp |
| Annual return | -19.42% | -5.97%-13.4pp | 572.05%-591.5pp | -7.84%-11.6pp |
| Employer contribution / active EE | $8,030 | $3,381+137.5% | $4,814+66.8% | $2,596+209.3% |
| Participant deferral / active EE | $13,444 | $6,110+120.0% | $7,446+80.5% | $4,027+233.8% |
| Admin fee / account holder | $35,052 | $6,275+458.6% | $10,010+250.2% | $5,403+548.8% |