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 | $890,341 | $183,519+385.1% | $155,509+472.5% | $145,922+510.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | -8.40% | 61.17%-69.6pp | 64.67%-73.1pp | 561.29%-569.7pp |
| Employer contribution / active EE | $10,250 | $5,313+92.9% | $4,672+119.4% | $4,660+120.0% |
| Participant deferral / active EE | $10,175 | $6,462+57.4% | $5,626+80.9% | $6,688+52.1% |
| Admin fee / account holder | $7,500 | $19,313-61.2% | $15,912-52.9% | $13,397-44.0% |