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 | $530,095 | $97,757+442.3% | $83,848+532.2% | $135,375+291.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -12.27% | 1287.37%-1299.6pp | 850.88%-863.1pp | 519.73%-532.0pp |
| Employer contribution / active EE | $26,981 | $4,222+539.1% | $3,631+643.1% | $4,779+464.6% |
| Participant deferral / active EE | $15,485 | $4,682+230.7% | $4,082+279.4% | $5,609+176.1% |
| Admin fee / account holder | $2,875 | $6,674-56.9% | $5,478-47.5% | $10,827-73.4% |