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 | $1,530,051 | $92,703+1550.5% | $82,719+1749.7% | $134,475+1037.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -23.68% | 944.92%-968.6pp | 701.18%-724.9pp | 417.96%-441.6pp |
| Employer contribution / active EE | $28,957 | $3,274+784.5% | $3,009+862.4% | $4,740+511.0% |
| Participant deferral / active EE | $26,945 | $4,802+461.1% | $4,395+513.1% | $6,400+321.0% |
| Admin fee / account holder | $130,657 | $5,983+2084.0% | $5,329+2351.9% | $11,426+1043.5% |