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 | $275,810 | $95,193+189.7% | $76,523+260.4% | $135,375+103.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -10.34% | 4.85%-15.2pp | -0.27%-10.1pp | 519.73%-530.1pp |
| Employer contribution / active EE | $30,000 | $3,302+808.4% | $2,647+1033.3% | $4,779+527.8% |
| Participant deferral / active EE | $17,350 | $4,639+274.0% | $3,835+352.4% | $5,609+209.3% |
| Admin fee / account holder | $1,999 | $6,249-68.0% | $4,848-58.8% | $10,827-81.5% |