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 | $747,884 | $105,181+611.0% | $159,436+369.1% | $85,850+771.2% |
| Participation rate | 98.0% | 75.8%+22.3pp | 82.8%+15.2pp | 69.3%+28.7pp |
| Annual return | -4.78% | 45.07%-49.9pp | 263.57%-268.3pp | 318.53%-323.3pp |
| Employer contribution / active EE | $24,598 | $3,318+641.3% | $4,829+409.3% | $2,565+859.0% |
| Participant deferral / active EE | $21,646 | $5,945+264.1% | $7,352+194.4% | $3,952+447.8% |
| Admin fee / account holder | $6,404 | $6,933-7.6% | $10,799-40.7% | $6,260+2.3% |