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 | $412,862 | $99,640+314.4% | $86,436+377.7% | $134,475+207.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -23.91% | 6782.58%-6806.5pp | 4394.89%-4418.8pp | 417.96%-441.9pp |
| Employer contribution / active EE | $30,801 | $4,400+599.9% | $3,769+717.3% | $4,740+549.9% |
| Participant deferral / active EE | $10,480 | $7,246+44.6% | $6,952+50.8% | $6,400+63.8% |
| Admin fee / account holder | $772 | $8,371-90.8% | $6,731-88.5% | $11,426-93.2% |