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 | $588,767 | $44,850+1212.8% | $60,547+872.4% | $59,632+887.3% |
| Participation rate | 100.0% | 59.5%+40.5pp | 68.0%+32.0pp | 68.7%+31.3pp |
| Annual return | -3.68% | 1074.14%-1077.8pp | 335.64%-339.3pp | 2041.28%-2045.0pp |
| Employer contribution / active EE | $20,901 | $1,462+1329.8% | $2,419+763.9% | $2,203+848.9% |
| Participant deferral / active EE | $0 | $2,230-100.0% | $3,328-100.0% | $3,192-100.0% |
| Admin fee / account holder | $15,643 | $3,635+330.3% | $4,536+244.8% | $4,297+264.0% |