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 | $689,764 | $183,963+274.9% | $162,163+325.4% | $152,861+351.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 2.14% | 150.76%-148.6pp | 115.59%-113.4pp | 345.32%-343.2pp |
| Employer contribution / active EE | $36,500 | $6,371+472.9% | $5,614+550.2% | $4,762+666.4% |
| Participant deferral / active EE | $24,500 | $8,034+205.0% | $7,298+235.7% | $5,850+318.8% |
| Admin fee / account holder | $2,520 | $13,121-80.8% | $10,843-76.8% | $11,596-78.3% |