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 | $859,247 | $91,190+842.3% | $178,490+381.4% | $79,858+976.0% |
| Participation rate | 94.3% | 69.2%+25.1pp | 81.9%+12.4pp | 69.6%+24.7pp |
| Annual return | -3.45% | 24.19%-27.6pp | 151.07%-154.5pp | 31.71%-35.2pp |
| Employer contribution / active EE | $29,102 | $3,256+793.9% | $5,011+480.8% | $2,471+1077.8% |
| Participant deferral / active EE | $19,029 | $3,236+488.0% | $5,202+265.8% | $3,740+408.8% |
| Admin fee / account holder | $70,241 | $6,751+940.4% | $13,984+402.3% | $5,306+1223.7% |