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 | $643,415 | $183,592+250.5% | $155,567+313.6% | $145,959+340.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | -8.90% | 61.24%-70.1pp | 64.74%-73.6pp | 561.95%-570.8pp |
| Employer contribution / active EE | $43,585 | $5,315+720.1% | $4,674+832.5% | $4,661+835.1% |
| Participant deferral / active EE | $15,390 | $6,464+138.1% | $5,628+173.5% | $6,689+130.1% |
| Admin fee / account holder | $341 | $19,318-98.2% | $15,916-97.9% | $13,398-97.5% |