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 | $793,515 | $85,022+833.3% | $70,515+1025.3% | $139,434+469.1% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | -1.41% | 30.38%-31.8pp | 32.77%-34.2pp | 372.94%-374.4pp |
| Employer contribution / active EE | $10,000 | $3,909+155.8% | $2,973+236.3% | $4,751+110.5% |
| Participant deferral / active EE | $11,255 | $5,890+91.1% | $4,567+146.4% | $6,710+67.7% |
| Admin fee / account holder | $3,444 | $8,906-61.3% | $6,412-46.3% | $11,403-69.8% |