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 | $853,472 | $160,055+433.2% | $140,016+509.6% | $135,375+530.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -18.20% | 911.38%-929.6pp | 651.12%-669.3pp | 519.73%-537.9pp |
| Employer contribution / active EE | $8,792 | $6,420+36.9% | $5,606+56.8% | $4,779+84.0% |
| Participant deferral / active EE | $13,451 | $7,642+76.0% | $6,927+94.2% | $5,609+139.8% |
| Admin fee / account holder | $68,711 | $13,328+415.5% | $10,705+541.8% | $10,827+534.6% |