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 7-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 | $442,570 | $210,648+110.1% | $177,989+148.7% | $145,922+203.3% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 0.14% | 385.86%-385.7pp | 294.48%-294.3pp | 561.29%-561.1pp |
| Employer contribution / active EE | $13,489 | $4,565+195.5% | $3,949+241.6% | $4,660+189.5% |
| Participant deferral / active EE | $30,500 | $6,958+338.4% | $6,276+386.0% | $6,688+356.1% |
| Admin fee / account holder | $34,684 | $12,013+188.7% | $10,363+234.7% | $13,397+158.9% |