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 | $1,079,017 | $157,256+586.2% | $141,162+664.4% | $152,861+605.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | -0.26% | 64.32%-64.6pp | 71.39%-71.6pp | 345.32%-345.6pp |
| Employer contribution / active EE | $4,013 | $5,261-23.7% | $4,735-15.2% | $4,762-15.7% |
| Participant deferral / active EE | $12,261 | $7,109+72.5% | $6,709+82.7% | $5,850+109.6% |
| Admin fee / account holder | $29,885 | $12,120+146.6% | $10,261+191.2% | $11,596+157.7% |