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 | $785,410 | $138,065+468.9% | $123,544+535.7% | $135,375+480.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -10.93% | 153.68%-164.6pp | 119.20%-130.1pp | 519.73%-530.7pp |
| Employer contribution / active EE | $32,543 | $5,151+531.7% | $4,628+603.2% | $4,779+581.0% |
| Participant deferral / active EE | $22,154 | $6,799+225.8% | $6,426+244.8% | $5,609+295.0% |
| Admin fee / account holder | $26,644 | $10,916+144.1% | $9,284+187.0% | $10,827+146.1% |