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 | $648,527 | $84,695+665.7% | $73,843+778.2% | $125,391+417.2% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -4.10% | 3123.53%-3127.6pp | 2267.84%-2271.9pp | 282.22%-286.3pp |
| Employer contribution / active EE | $6,681 | $3,123+113.9% | $2,787+139.7% | $4,866+37.3% |
| Participant deferral / active EE | $17,841 | $3,992+346.9% | $3,583+397.9% | $5,352+233.4% |
| Admin fee / account holder | $44,632 | $5,691+684.2% | $4,880+814.5% | $9,540+367.8% |