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 | $599,160 | $138,044+334.0% | $125,339+378.0% | $134,475+345.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -34.99% | 750.33%-785.3pp | 572.05%-607.0pp | 417.96%-453.0pp |
| Employer contribution / active EE | $20,519 | $5,243+291.3% | $4,814+326.3% | $4,740+332.9% |
| Participant deferral / active EE | $14,531 | $7,799+86.3% | $7,446+95.1% | $6,400+127.0% |
| Admin fee / account holder | $82,371 | $11,571+611.9% | $10,010+722.9% | $11,426+620.9% |