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 | $405,509 | $109,327+270.9% | $89,391+353.6% | $158,922+155.2% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 0.10% | 345.68%-345.6pp | 245.62%-245.5pp | 302.83%-302.7pp |
| Employer contribution / active EE | $8,980 | $3,170+183.3% | $2,586+247.3% | $4,761+88.6% |
| Participant deferral / active EE | $19,750 | $4,598+329.5% | $3,890+407.7% | $5,982+230.2% |
| Admin fee / account holder | $1,750 | $6,153-71.6% | $4,881-64.1% | $11,246-84.4% |