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 6-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 | $920,640 | $217,402+323.5% | $185,823+395.4% | $167,490+449.7% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 0.66% | 148.36%-147.7pp | 122.05%-121.4pp | 478.56%-477.9pp |
| Employer contribution / active EE | $38,516 | $5,873+555.8% | $5,167+645.4% | $4,837+696.2% |
| Participant deferral / active EE | $13,042 | $6,356+105.2% | $5,568+134.2% | $6,341+105.7% |
| Admin fee / account holder | $2,363 | $19,811-88.1% | $16,237-85.4% | $12,309-80.8% |