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 | $491,263 | $92,703+429.9% | $82,719+493.9% | $134,475+265.3% |
| Participation rate | 83.3% | 75.2%+8.1pp | 72.6%+10.8pp | 81.2%+2.1pp |
| Annual return | -21.22% | 944.92%-966.1pp | 701.18%-722.4pp | 417.96%-439.2pp |
| Employer contribution / active EE | $14,115 | $3,274+331.1% | $3,009+369.1% | $4,740+197.8% |
| Participant deferral / active EE | $10,043 | $4,802+109.1% | $4,395+128.5% | $6,400+56.9% |
| Admin fee / account holder | $4,761 | $5,983-20.4% | $5,329-10.6% | $11,426-58.3% |