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 | $773,750 | $165,335+368.0% | $149,696+416.9% | $158,922+386.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | -9.28% | 348.15%-357.4pp | 276.60%-285.9pp | 302.83%-312.1pp |
| Employer contribution / active EE | $17,021 | $5,103+233.6% | $4,644+266.5% | $4,761+257.5% |
| Participant deferral / active EE | $17,333 | $7,181+141.4% | $6,842+153.3% | $5,982+189.8% |
| Admin fee / account holder | $39,000 | $10,807+260.9% | $9,309+319.0% | $11,246+246.8% |