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 8-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 | $480,930 | $102,317+370.0% | $146,958+227.3% | $80,856+494.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 8.34% | 134.76%-126.4pp | 418.34%-410.0pp | 35.59%-27.3pp |
| Employer contribution / active EE | $17,193 | $3,713+363.0% | $4,933+248.5% | $2,755+524.1% |
| Participant deferral / active EE | $10,866 | $6,644+63.6% | $8,070+34.6% | $4,296+152.9% |
| Admin fee / account holder | $293,437 | $7,941+3595.1% | $12,998+2157.5% | $6,918+4141.7% |