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 | $368,318 | $157,256+134.2% | $141,162+160.9% | $152,861+140.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 1.24% | 64.32%-63.1pp | 71.39%-70.2pp | 345.32%-344.1pp |
| Employer contribution / active EE | $25,000 | $5,261+375.2% | $4,735+428.0% | $4,762+425.0% |
| Participant deferral / active EE | $15,000 | $7,109+111.0% | $6,709+123.6% | $5,850+156.4% |
| Admin fee / account holder | $1,644 | $12,120-86.4% | $10,261-84.0% | $11,596-85.8% |