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 | $1,427,478 | $202,432+605.2% | $169,368+742.8% | $139,434+923.8% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | -9.32% | 531.74%-541.1pp | 405.60%-414.9pp | 372.94%-382.3pp |
| Employer contribution / active EE | $16,277 | $4,692+246.9% | $4,013+305.6% | $4,751+242.6% |
| Participant deferral / active EE | $8,200 | $6,938+18.2% | $6,221+31.8% | $6,710+22.2% |
| Admin fee / account holder | $20,342 | $10,708+90.0% | $9,003+125.9% | $11,403+78.4% |