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 | $252,811 | $183,963+37.4% | $162,163+55.9% | $152,861+65.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | -8.10% | 150.76%-158.9pp | 115.59%-123.7pp | 345.32%-353.4pp |
| Employer contribution / active EE | $18,544 | $6,371+191.1% | $5,614+230.3% | $4,762+289.4% |
| Participant deferral / active EE | $17,600 | $8,034+119.1% | $7,298+141.2% | $5,850+200.8% |
| Admin fee / account holder | $2,838 | $13,121-78.4% | $10,843-73.8% | $11,596-75.5% |