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 | $2,633,661 | $138,044+1807.8% | $125,339+2001.2% | $134,475+1858.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -25.32% | 750.33%-775.6pp | 572.05%-597.4pp | 417.96%-443.3pp |
| Employer contribution / active EE | $4,762 | $5,243-9.2% | $4,814-1.1% | $4,740+0.5% |
| Participant deferral / active EE | $8,650 | $7,799+10.9% | $7,446+16.2% | $6,400+35.2% |
| Admin fee / account holder | $112,118 | $11,571+868.9% | $10,010+1020.1% | $11,426+881.3% |