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 | $574,849 | $99,640+476.9% | $86,436+565.1% | $134,475+327.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -22.82% | 6782.58%-6805.4pp | 4394.89%-4417.7pp | 417.96%-440.8pp |
| Employer contribution / active EE | $3,214 | $4,400-27.0% | $3,769-14.7% | $4,740-32.2% |
| Participant deferral / active EE | $11,221 | $7,246+54.8% | $6,952+61.4% | $6,400+75.3% |
| Admin fee / account holder | $78,533 | $8,371+838.1% | $6,731+1066.7% | $11,426+587.3% |