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 | $532,647 | $140,940+277.9% | $112,229+374.6% | $139,434+282.0% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | -4.46% | 32.71%-37.2pp | 30.20%-34.7pp | 372.94%-377.4pp |
| Employer contribution / active EE | $10,500 | $4,283+145.1% | $3,430+206.1% | $4,751+121.0% |
| Participant deferral / active EE | $30,000 | $5,874+410.7% | $4,798+525.3% | $6,710+347.1% |
| Admin fee / account holder | $7,396 | $9,954-25.7% | $7,748-4.5% | $11,403-35.1% |