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 | $515,300 | $165,335+211.7% | $149,696+244.2% | $158,922+224.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | -9.45% | 348.15%-357.6pp | 276.60%-286.0pp | 302.83%-312.3pp |
| Employer contribution / active EE | $10,951 | $5,103+114.6% | $4,644+135.8% | $4,761+130.0% |
| Participant deferral / active EE | $10,525 | $7,181+46.6% | $6,842+53.8% | $5,982+75.9% |
| Admin fee / account holder | $8,606 | $10,807-20.4% | $9,309-7.6% | $11,246-23.5% |