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 | $331,232 | $156,846+111.2% | $121,098+173.5% | $139,434+137.6% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 1.21% | 1474.56%-1473.3pp | 985.75%-984.5pp | 372.94%-371.7pp |
| Employer contribution / active EE | $31,665 | $5,536+472.0% | $4,164+660.5% | $4,751+566.5% |
| Participant deferral / active EE | $27,294 | $4,844+463.4% | $4,080+569.0% | $6,710+306.7% |
| Admin fee / account holder | $1,114 | $6,946-84.0% | $5,644-80.3% | $11,403-90.2% |