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 | $1,294,895 | $148,534+771.8% | $135,903+852.8% | $139,434+828.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | -0.07% | 79.19%-79.3pp | 68.23%-68.3pp | 372.94%-373.0pp |
| Employer contribution / active EE | $3,929 | $5,243-25.1% | $4,856-19.1% | $4,751-17.3% |
| Participant deferral / active EE | $12,713 | $8,100+56.9% | $7,758+63.9% | $6,710+89.5% |
| Admin fee / account holder | $44,464 | $12,400+258.6% | $10,762+313.2% | $11,403+289.9% |