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 | $911,677 | $180,449+405.2% | $154,107+491.6% | $135,375+573.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -11.15% | 888.09%-899.2pp | 735.12%-746.3pp | 519.73%-530.9pp |
| Employer contribution / active EE | $26,724 | $6,035+342.8% | $5,298+404.5% | $4,779+459.2% |
| Participant deferral / active EE | $18,400 | $5,806+216.9% | $5,081+262.2% | $5,609+228.1% |
| Admin fee / account holder | $3,393 | $16,143-79.0% | $13,411-74.7% | $10,827-68.7% |