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 | $1,089,369 | $138,044+689.1% | $125,339+769.1% | $134,475+710.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -27.49% | 750.33%-777.8pp | 572.05%-599.5pp | 417.96%-445.5pp |
| Employer contribution / active EE | $28,291 | $5,243+439.6% | $4,814+487.7% | $4,740+496.9% |
| Participant deferral / active EE | $19,433 | $7,799+149.2% | $7,446+161.0% | $6,400+203.7% |
| Admin fee / account holder | $1,540 | $11,571-86.7% | $10,010-84.6% | $11,426-86.5% |