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 | $183,519+250.6% | $155,509+313.7% | $145,922+340.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | -8.90% | 61.17%-70.1pp | 64.67%-73.6pp | 561.29%-570.2pp |
| Employer contribution / active EE | $43,585 | $5,313+720.4% | $4,672+832.8% | $4,660+835.4% |
| Participant deferral / active EE | $15,390 | $6,462+138.1% | $5,626+173.5% | $6,688+130.1% |
| Admin fee / account holder | $341 | $19,313-98.2% | $15,912-97.9% | $13,397-97.5% |