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 | $430,866 | $138,044+212.1% | $125,339+243.8% | $134,475+220.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -22.58% | 750.33%-772.9pp | 572.05%-594.6pp | 417.96%-440.5pp |
| Employer contribution / active EE | $14,203 | $5,243+170.9% | $4,814+195.1% | $4,740+199.7% |
| Participant deferral / active EE | $9,000 | $7,799+15.4% | $7,446+20.9% | $6,400+40.6% |
| Admin fee / account holder | $7,707 | $11,571-33.4% | $10,010-23.0% | $11,426-32.5% |