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 | $1,139,249 | $211,958+437.5% | $169,463+572.3% | $135,375+741.5% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -15.11% | 3.26%-18.4pp | 1.83%-16.9pp | 519.73%-534.8pp |
| Employer contribution / active EE | $29,396 | $5,120+474.2% | $4,159+606.8% | $4,779+515.1% |
| Participant deferral / active EE | $16,500 | $6,075+171.6% | $5,277+212.7% | $5,609+194.2% |
| Admin fee / account holder | $29,856 | $11,471+160.3% | $9,109+227.8% | $10,827+175.7% |