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 | $643,793 | $105,860+508.2% | $90,749+609.4% | $134,475+378.7% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -22.47% | -11.01%-11.5pp | -12.16%-10.3pp | 417.96%-440.4pp |
| Employer contribution / active EE | $12,500 | $3,462+261.0% | $2,921+328.0% | $4,740+163.7% |
| Participant deferral / active EE | $18,469 | $5,216+254.1% | $4,564+304.7% | $6,400+188.6% |
| Admin fee / account holder | $411 | $13,938-97.0% | $8,445-95.1% | $11,426-96.4% |