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 | $378,774 | $92,703+308.6% | $82,719+357.9% | $134,475+181.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -21.16% | 944.92%-966.1pp | 701.18%-722.3pp | 417.96%-439.1pp |
| Employer contribution / active EE | $14,145 | $3,274+332.1% | $3,009+370.1% | $4,740+198.4% |
| Participant deferral / active EE | $13,599 | $4,802+183.2% | $4,395+209.4% | $6,400+112.5% |
| Admin fee / account holder | $14,010 | $5,983+134.2% | $5,329+162.9% | $11,426+22.6% |