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 | $569,625 | $209,411+172.0% | $178,490+219.1% | $158,922+258.4% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | -14.28% | 188.75%-203.0pp | 151.07%-165.4pp | 302.83%-317.1pp |
| Employer contribution / active EE | $22,039 | $5,706+286.2% | $5,011+339.8% | $4,761+362.9% |
| Participant deferral / active EE | $26,000 | $5,954+336.7% | $5,202+399.8% | $5,982+334.6% |
| Admin fee / account holder | $59,477 | $17,074+248.3% | $13,984+325.3% | $11,246+428.9% |