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 | $528,673 | $95,862+451.5% | $79,550+564.6% | $134,475+293.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -24.23% | -2.69%-21.5pp | 0.16%-24.4pp | 417.96%-442.2pp |
| Employer contribution / active EE | $7,628 | $3,128+143.9% | $2,413+216.1% | $4,740+60.9% |
| Participant deferral / active EE | $10,619 | $4,693+126.3% | $3,985+166.5% | $6,400+65.9% |
| Admin fee / account holder | $1,933 | $9,126-78.8% | $6,832-71.7% | $11,426-83.1% |