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 | $558,265 | $95,862+482.4% | $79,550+601.8% | $134,475+315.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -28.45% | -2.69%-25.8pp | 0.16%-28.6pp | 417.96%-446.4pp |
| Employer contribution / active EE | $40,500 | $3,128+1194.7% | $2,413+1578.3% | $4,740+754.5% |
| Participant deferral / active EE | $27,000 | $4,693+475.3% | $3,985+577.5% | $6,400+321.9% |
| Admin fee / account holder | $3,770 | $9,126-58.7% | $6,832-44.8% | $11,426-67.0% |