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 | $257,673 | $183,963+40.1% | $162,163+58.9% | $152,861+68.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 0.81% | 150.76%-150.0pp | 115.59%-114.8pp | 345.32%-344.5pp |
| Employer contribution / active EE | $25,333 | $6,371+297.7% | $5,614+351.3% | $4,762+432.0% |
| Participant deferral / active EE | $12,715 | $8,034+58.3% | $7,298+74.2% | $5,850+117.3% |
| Admin fee / account holder | $7,272 | $13,121-44.6% | $10,843-32.9% | $11,596-37.3% |