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 5-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 | $508,684 | $148,534+242.5% | $135,903+274.3% | $139,434+264.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 0.95% | 79.19%-78.2pp | 68.23%-67.3pp | 372.94%-372.0pp |
| Employer contribution / active EE | $19,051 | $5,243+263.4% | $4,856+292.3% | $4,751+301.0% |
| Participant deferral / active EE | $17,117 | $8,100+111.3% | $7,758+120.6% | $6,710+155.1% |
| Admin fee / account holder | $42,566 | $12,400+243.3% | $10,762+295.5% | $11,403+273.3% |