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 | $589,352 | $82,664+613.0% | $125,339+370.2% | $68,494+760.4% |
| Participation rate | 93.0% | 75.0%+18.0pp | 82.4%+10.7pp | 67.9%+25.1pp |
| Annual return | -19.62% | -5.97%-13.6pp | 572.05%-591.7pp | -7.84%-11.8pp |
| Employer contribution / active EE | $7,830 | $3,381+131.6% | $4,814+62.7% | $2,596+201.6% |
| Participant deferral / active EE | $11,250 | $6,110+84.1% | $7,446+51.1% | $4,027+179.4% |
| Admin fee / account holder | $47,414 | $6,275+655.5% | $10,010+373.7% | $5,403+777.6% |