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 | $549,900 | $99,341+453.5% | $84,750+548.8% | $273,961+100.7% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | -18.97% | 22.93%-41.9pp | 22.78%-41.7pp | 41.45%-60.4pp |
| Employer contribution / active EE | $13,142 | $4,214+211.9% | $3,574+267.7% | $4,869+169.9% |
| Participant deferral / active EE | $11,634 | $4,269+172.5% | $3,712+213.4% | $5,287+120.0% |
| Admin fee / account holder | $10,422 | $6,644+56.9% | $5,332+95.5% | $10,132+2.9% |