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 | $715,815 | $138,065+418.5% | $123,544+479.4% | $135,375+428.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -16.69% | 153.68%-170.4pp | 119.20%-135.9pp | 519.73%-536.4pp |
| Employer contribution / active EE | $6,000 | $5,151+16.5% | $4,628+29.7% | $4,779+25.6% |
| Participant deferral / active EE | $24,500 | $6,799+260.3% | $6,426+281.3% | $5,609+336.8% |
| Admin fee / account holder | $6,623 | $10,916-39.3% | $9,284-28.7% | $10,827-38.8% |