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 | $906,929 | $209,832+332.2% | $189,513+378.6% | $167,490+441.5% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | -11.48% | 748.27%-759.7pp | 555.15%-566.6pp | 478.56%-490.0pp |
| Employer contribution / active EE | $22,850 | $6,914+230.5% | $6,162+270.9% | $4,837+372.4% |
| Participant deferral / active EE | $14,200 | $8,935+58.9% | $8,221+72.7% | $6,341+123.9% |
| Admin fee / account holder | $46,500 | $14,293+225.3% | $12,045+286.1% | $12,309+277.8% |