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 | $539,920 | $176,056+206.7% | $159,436+238.6% | $167,490+222.4% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | -5.31% | 331.75%-337.1pp | 263.57%-268.9pp | 478.56%-483.9pp |
| Employer contribution / active EE | $22,500 | $5,297+324.8% | $4,829+365.9% | $4,837+365.1% |
| Participant deferral / active EE | $13,000 | $7,750+67.7% | $7,352+76.8% | $6,341+105.0% |
| Admin fee / account holder | $1,181 | $12,554-90.6% | $10,799-89.1% | $12,309-90.4% |