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 | $338,792 | $89,355+279.2% | $141,162+140.0% | $72,985+364.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | -1.18% | 111.85%-113.0pp | 71.39%-72.6pp | 81.00%-82.2pp |
| Employer contribution / active EE | $7,246 | $3,114+132.7% | $4,735+53.0% | $2,440+197.0% |
| Participant deferral / active EE | $9,557 | $5,418+76.4% | $6,709+42.5% | $3,607+164.9% |
| Admin fee / account holder | $32,602 | $5,958+447.2% | $10,261+217.7% | $5,124+536.2% |