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 6-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 | $564,134 | $209,411+169.4% | $178,490+216.1% | $158,922+255.0% |
| Participation rate | 75.0% | 86.3%-11.3pp | 81.9%-6.9pp | 82.0%-7.0pp |
| Annual return | 0.87% | 188.75%-187.9pp | 151.07%-150.2pp | 302.83%-302.0pp |
| Employer contribution / active EE | $15,875 | $5,706+178.2% | $5,011+216.8% | $4,761+233.4% |
| Participant deferral / active EE | $12,500 | $5,954+109.9% | $5,202+140.3% | $5,982+109.0% |
| Admin fee / account holder | $243,107 | $17,074+1323.8% | $13,984+1638.5% | $11,246+2061.8% |