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 | $434,450 | $180,449+140.8% | $154,107+181.9% | $135,375+220.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -12.04% | 888.09%-900.1pp | 735.12%-747.2pp | 519.73%-531.8pp |
| Employer contribution / active EE | $40,728 | $6,035+574.9% | $5,298+668.8% | $4,779+752.3% |
| Participant deferral / active EE | $25,600 | $5,806+340.9% | $5,081+403.9% | $5,609+356.4% |
| Admin fee / account holder | $10,644 | $16,143-34.1% | $13,411-20.6% | $10,827-1.7% |