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 | $338,552 | $102,604+230.0% | $86,188+292.8% | $139,434+142.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 0.10% | 1922.51%-1922.4pp | 1168.45%-1168.3pp | 372.94%-372.8pp |
| Employer contribution / active EE | $17,125 | $3,032+464.7% | $2,380+619.5% | $4,751+260.5% |
| Participant deferral / active EE | $8,945 | $4,676+91.3% | $3,985+124.4% | $6,710+33.3% |
| Admin fee / account holder | $60,895 | $8,657+603.5% | $6,852+788.8% | $11,403+434.1% |