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 | $534,810 | $138,044+287.4% | $125,339+326.7% | $134,475+297.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -26.23% | 750.33%-776.6pp | 572.05%-598.3pp | 417.96%-444.2pp |
| Employer contribution / active EE | $6,204 | $5,243+18.3% | $4,814+28.9% | $4,740+30.9% |
| Participant deferral / active EE | $9,202 | $7,799+18.0% | $7,446+23.6% | $6,400+43.8% |
| Admin fee / account holder | $16,239 | $11,571+40.3% | $10,010+62.2% | $11,426+42.1% |