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 | $303,727 | $92,703+227.6% | $82,719+267.2% | $134,475+125.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -23.56% | 944.92%-968.5pp | 701.18%-724.7pp | 417.96%-441.5pp |
| Employer contribution / active EE | $10,000 | $3,274+205.5% | $3,009+232.3% | $4,740+111.0% |
| Participant deferral / active EE | $27,000 | $4,802+462.3% | $4,395+514.3% | $6,400+321.9% |
| Admin fee / account holder | $6,261 | $5,983+4.6% | $5,329+17.5% | $11,426-45.2% |