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 | $440,519 | $167,307+163.3% | $143,757+206.4% | $134,475+227.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -30.64% | 0.46%-31.1pp | -0.04%-30.6pp | 417.96%-448.6pp |
| Employer contribution / active EE | $43,500 | $5,619+674.1% | $4,951+778.6% | $4,740+817.8% |
| Participant deferral / active EE | $22,250 | $6,446+245.2% | $5,637+294.7% | $6,400+247.7% |
| Admin fee / account holder | $18,816 | $18,088+4.0% | $14,673+28.2% | $11,426+64.7% |