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 | $516,372 | $112,096+360.7% | $95,952+438.2% | $158,922+224.9% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | -6.40% | 171.09%-177.5pp | 91.61%-98.0pp | 302.83%-309.2pp |
| Employer contribution / active EE | $10,406 | $3,198+225.4% | $2,541+309.5% | $4,761+118.6% |
| Participant deferral / active EE | $14,625 | $4,784+205.7% | $4,167+251.0% | $5,982+144.5% |
| Admin fee / account holder | $2,720 | $10,130-73.2% | $6,795-60.0% | $11,246-75.8% |