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 | $766,832 | $159,934+379.5% | $147,005+421.6% | $145,959+425.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | -9.51% | 98.24%-107.8pp | 418.76%-428.3pp | 561.95%-571.5pp |
| Employer contribution / active EE | $4,720 | $5,287-10.7% | $4,934-4.3% | $4,661+1.3% |
| Participant deferral / active EE | $4,720 | $8,427-44.0% | $8,070-41.5% | $6,689-29.4% |
| Admin fee / account holder | $1,250 | $15,053-91.7% | $13,006-90.4% | $13,398-90.7% |