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 | $1,650,495 | $217,402+659.2% | $185,823+788.2% | $167,490+885.4% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | -5.38% | 148.36%-153.7pp | 122.05%-127.4pp | 478.56%-483.9pp |
| Employer contribution / active EE | $21,072 | $5,873+258.8% | $5,167+307.8% | $4,837+335.6% |
| Participant deferral / active EE | $13,600 | $6,356+114.0% | $5,568+144.3% | $6,341+114.5% |
| Admin fee / account holder | $111,846 | $19,811+464.6% | $16,237+588.8% | $12,309+808.6% |