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 | $679,072 | $160,055+324.3% | $140,016+385.0% | $135,375+401.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -15.38% | 911.38%-926.8pp | 651.12%-666.5pp | 519.73%-535.1pp |
| Employer contribution / active EE | $25,000 | $6,420+289.4% | $5,606+346.0% | $4,779+423.1% |
| Participant deferral / active EE | $24,500 | $7,642+220.6% | $6,927+253.7% | $5,609+336.8% |
| Admin fee / account holder | $7,507 | $13,328-43.7% | $10,705-29.9% | $10,827-30.7% |