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 | $798,461 | $138,044+478.4% | $125,339+537.0% | $134,475+493.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -27.05% | 750.33%-777.4pp | 572.05%-599.1pp | 417.96%-445.0pp |
| Employer contribution / active EE | $29,930 | $5,243+470.8% | $4,814+521.8% | $4,740+531.5% |
| Participant deferral / active EE | $18,000 | $7,799+130.8% | $7,446+141.7% | $6,400+181.3% |
| Admin fee / account holder | $5,404 | $11,571-53.3% | $10,010-46.0% | $11,426-52.7% |