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 | $497,710 | $159,901+211.3% | $146,958+238.7% | $145,922+241.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | -3.46% | 98.13%-101.6pp | 418.34%-421.8pp | 561.29%-564.7pp |
| Employer contribution / active EE | $22,394 | $5,286+323.6% | $4,933+354.0% | $4,660+380.6% |
| Participant deferral / active EE | $15,700 | $8,428+86.3% | $8,070+94.6% | $6,688+134.8% |
| Admin fee / account holder | $34,928 | $15,044+132.2% | $12,998+168.7% | $13,397+160.7% |