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 | $460,920 | $138,044+233.9% | $125,339+267.7% | $134,475+242.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -21.99% | 750.33%-772.3pp | 572.05%-594.0pp | 417.96%-440.0pp |
| Employer contribution / active EE | $2,282 | $5,243-56.5% | $4,814-52.6% | $4,740-51.9% |
| Participant deferral / active EE | $18,268 | $7,799+134.2% | $7,446+145.3% | $6,400+185.5% |
| Admin fee / account holder | $3,607 | $11,571-68.8% | $10,010-64.0% | $11,426-68.4% |