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 | $498,700 | $180,449+176.4% | $154,107+223.6% | $135,375+268.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -16.61% | 888.09%-904.7pp | 735.12%-751.7pp | 519.73%-536.3pp |
| Employer contribution / active EE | $12,825 | $6,035+112.5% | $5,298+142.1% | $4,779+168.4% |
| Participant deferral / active EE | $12,575 | $5,806+116.6% | $5,081+147.5% | $5,609+124.2% |
| Admin fee / account holder | $5,681 | $16,143-64.8% | $13,411-57.6% | $10,827-47.5% |