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 | $715,284 | $167,307+327.5% | $143,757+397.6% | $134,475+431.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -23.67% | 0.46%-24.1pp | -0.04%-23.6pp | 417.96%-441.6pp |
| Employer contribution / active EE | $42,700 | $5,619+659.9% | $4,951+762.5% | $4,740+800.9% |
| Participant deferral / active EE | $21,911 | $6,446+239.9% | $5,637+288.7% | $6,400+242.4% |
| Admin fee / account holder | $264,898 | $18,088+1364.5% | $14,673+1705.4% | $11,426+2218.4% |