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 | $772,376 | $99,640+675.2% | $86,436+793.6% | $134,475+474.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -28.68% | 6782.58%-6811.3pp | 4394.89%-4423.6pp | 417.96%-446.6pp |
| Employer contribution / active EE | $17,072 | $4,400+288.0% | $3,769+353.0% | $4,740+260.2% |
| Participant deferral / active EE | $15,798 | $7,246+118.0% | $6,952+127.3% | $6,400+146.9% |
| Admin fee / account holder | $1,612 | $8,371-80.7% | $6,731-76.1% | $11,426-85.9% |