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 | $159,901+379.6% | $146,958+421.8% | $145,922+425.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | -9.51% | 98.13%-107.6pp | 418.34%-427.8pp | 561.29%-570.8pp |
| Employer contribution / active EE | $4,720 | $5,286-10.7% | $4,933-4.3% | $4,660+1.3% |
| Participant deferral / active EE | $4,720 | $8,428-44.0% | $8,070-41.5% | $6,688-29.4% |
| Admin fee / account holder | $1,250 | $15,044-91.7% | $12,998-90.4% | $13,397-90.7% |