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 | $876,959 | $91,911+854.1% | $68,793+1174.8% | $135,375+547.8% |
| Participation rate | 100.0% | 76.7%+23.3pp | 72.2%+27.8pp | 82.6%+17.4pp |
| Annual return | -20.27% | -8.22%-12.0pp | -4.63%-15.6pp | 519.73%-540.0pp |
| Employer contribution / active EE | $19,035 | $3,924+385.1% | $2,625+625.1% | $4,779+298.3% |
| Participant deferral / active EE | $12,250 | $4,315+183.9% | $3,311+270.0% | $5,609+118.4% |
| Admin fee / account holder | $51,600 | $9,240+458.4% | $5,131+905.7% | $10,827+376.6% |