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 | $546,117 | $104,106+424.6% | $71,086+668.2% | $135,375+303.4% |
| Participation rate | 100.0% | 65.7%+34.3pp | 54.7%+45.3pp | 82.6%+17.4pp |
| Annual return | -20.59% | 1256.30%-1276.9pp | 650.59%-671.2pp | 519.73%-540.3pp |
| Employer contribution / active EE | $36,500 | $1,485+2358.0% | $1,088+3255.7% | $4,779+663.8% |
| Participant deferral / active EE | $21,500 | $2,527+750.8% | $1,874+1047.1% | $5,609+283.3% |
| Admin fee / account holder | $21,870 | $4,142+428.0% | $3,082+609.5% | $10,827+102.0% |