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 | $755,241 | $160,055+371.9% | $140,016+439.4% | $135,375+457.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -10.04% | 911.38%-921.4pp | 651.12%-661.2pp | 519.73%-529.8pp |
| Employer contribution / active EE | $36,500 | $6,420+468.5% | $5,606+551.1% | $4,779+663.8% |
| Participant deferral / active EE | $21,333 | $7,642+179.2% | $6,927+208.0% | $5,609+280.4% |
| Admin fee / account holder | $2,910 | $13,328-78.2% | $10,705-72.8% | $10,827-73.1% |