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 | $462,620 | $102,604+350.9% | $86,188+436.8% | $139,434+231.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | -8.14% | 1922.51%-1930.6pp | 1168.45%-1176.6pp | 372.94%-381.1pp |
| Employer contribution / active EE | $4,222 | $3,032+39.2% | $2,380+77.4% | $4,751-11.1% |
| Participant deferral / active EE | $15,497 | $4,676+231.4% | $3,985+288.9% | $6,710+131.0% |
| Admin fee / account holder | $72,824 | $8,657+741.3% | $6,852+962.9% | $11,403+538.7% |