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 | $432,004 | $167,307+158.2% | $143,757+200.5% | $134,475+221.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -25.59% | 0.46%-26.0pp | -0.04%-25.5pp | 417.96%-443.6pp |
| Employer contribution / active EE | $17,256 | $5,619+207.1% | $4,951+248.5% | $4,740+264.1% |
| Participant deferral / active EE | $12,100 | $6,446+87.7% | $5,637+114.7% | $6,400+89.1% |
| Admin fee / account holder | $55,188 | $18,088+205.1% | $14,673+276.1% | $11,426+383.0% |