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 | $270,987 | $148,534+82.4% | $135,903+99.4% | $139,434+94.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 0.08% | 79.19%-79.1pp | 68.23%-68.2pp | 372.94%-372.9pp |
| Employer contribution / active EE | $15,720 | $5,243+199.8% | $4,856+223.7% | $4,751+230.9% |
| Participant deferral / active EE | $8,367 | $8,100+3.3% | $7,758+7.8% | $6,710+24.7% |
| Admin fee / account holder | $286,145 | $12,400+2207.7% | $10,762+2558.8% | $11,403+2409.5% |