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 | $339,303 | $115,770+193.1% | $101,248+235.1% | $158,922+113.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 1.12% | 56.14%-55.0pp | 46.47%-45.4pp | 302.83%-301.7pp |
| Employer contribution / active EE | $10,558 | $4,175+152.9% | $3,660+188.5% | $4,761+121.8% |
| Participant deferral / active EE | $15,320 | $4,957+209.0% | $4,370+250.5% | $5,982+156.1% |
| Admin fee / account holder | $2,868 | $7,245-60.4% | $5,945-51.8% | $11,246-74.5% |