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 | $435,996 | $217,402+100.5% | $185,823+134.6% | $167,490+160.3% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 0.07% | 148.36%-148.3pp | 122.05%-122.0pp | 478.56%-478.5pp |
| Employer contribution / active EE | $28,750 | $5,873+389.5% | $5,167+456.4% | $4,837+494.3% |
| Participant deferral / active EE | $26,000 | $6,356+309.0% | $5,568+367.0% | $6,341+310.0% |
| Admin fee / account holder | $19,822 | $19,811+0.1% | $16,237+22.1% | $12,309+61.0% |