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 | $255,972 | $138,065+85.4% | $123,544+107.2% | $135,375+89.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -10.07% | 153.68%-163.8pp | 119.20%-129.3pp | 519.73%-529.8pp |
| Employer contribution / active EE | $13,500 | $5,151+162.1% | $4,628+191.7% | $4,779+182.5% |
| Participant deferral / active EE | $22,500 | $6,799+230.9% | $6,426+250.2% | $5,609+301.2% |
| Admin fee / account holder | $789 | $10,916-92.8% | $9,284-91.5% | $10,827-92.7% |