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 | $899,690 | $138,065+551.6% | $123,544+628.2% | $135,375+564.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -34.07% | 153.68%-187.8pp | 119.20%-153.3pp | 519.73%-553.8pp |
| Employer contribution / active EE | $2,664 | $5,151-48.3% | $4,628-42.4% | $4,779-44.3% |
| Participant deferral / active EE | $14,167 | $6,799+108.4% | $6,426+120.5% | $5,609+152.6% |
| Admin fee / account holder | $6,384 | $10,916-41.5% | $9,284-31.2% | $10,827-41.0% |