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 | $726,061 | $152,587+375.8% | $125,175+480.0% | $152,861+375.0% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | -0.21% | 54.84%-55.0pp | 43.79%-44.0pp | 345.32%-345.5pp |
| Employer contribution / active EE | $21,407 | $4,946+332.8% | $3,865+453.8% | $4,762+349.5% |
| Participant deferral / active EE | $9,500 | $5,868+61.9% | $4,937+92.4% | $5,850+62.4% |
| Admin fee / account holder | $51,200 | $13,434+281.1% | $9,702+427.7% | $11,596+341.5% |