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 | $990,099 | $138,044+617.2% | $125,339+689.9% | $134,475+636.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -20.72% | 750.33%-771.0pp | 572.05%-592.8pp | 417.96%-438.7pp |
| Employer contribution / active EE | $14,282 | $5,243+172.4% | $4,814+196.7% | $4,740+201.3% |
| Participant deferral / active EE | $3,232 | $7,799-58.6% | $7,446-56.6% | $6,400-49.5% |
| Admin fee / account holder | $4,099 | $11,571-64.6% | $10,010-59.0% | $11,426-64.1% |