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 | $487,519 | $92,703+425.9% | $82,719+489.4% | $134,475+262.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -24.35% | 944.92%-969.3pp | 701.18%-725.5pp | 417.96%-442.3pp |
| Employer contribution / active EE | $16,608 | $3,274+407.3% | $3,009+451.9% | $4,740+250.4% |
| Participant deferral / active EE | $11,738 | $4,802+144.4% | $4,395+167.1% | $6,400+83.4% |
| Admin fee / account holder | $981 | $5,983-83.6% | $5,329-81.6% | $11,426-91.4% |