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 | $464,629 | $165,335+181.0% | $149,696+210.4% | $158,922+192.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | -3.50% | 348.15%-351.6pp | 276.60%-280.1pp | 302.83%-306.3pp |
| Employer contribution / active EE | $23,825 | $5,103+366.9% | $4,644+413.0% | $4,761+400.4% |
| Participant deferral / active EE | $25,000 | $7,181+248.1% | $6,842+265.4% | $5,982+317.9% |
| Admin fee / account holder | $4,427 | $10,807-59.0% | $9,309-52.4% | $11,246-60.6% |