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 | $540,673 | $85,022+535.9% | $70,515+666.8% | $139,434+287.8% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | -16.52% | 30.38%-46.9pp | 32.77%-49.3pp | 372.94%-389.5pp |
| Employer contribution / active EE | $6,515 | $3,909+66.7% | $2,973+119.1% | $4,751+37.1% |
| Participant deferral / active EE | $15,943 | $5,890+170.7% | $4,567+249.1% | $6,710+137.6% |
| Admin fee / account holder | $3,733 | $8,906-58.1% | $6,412-41.8% | $11,403-67.3% |