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 | $1,069,853 | $179,726+495.3% | $156,263+584.6% | $142,382+651.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | -0.44% | 77.86%-78.3pp | 59.47%-59.9pp | 217.08%-217.5pp |
| Employer contribution / active EE | $1,510 | $5,069-70.2% | $4,333-65.2% | $4,299-64.9% |
| Participant deferral / active EE | $3,404 | $6,956-51.1% | $6,158-44.7% | $6,507-47.7% |
| Admin fee / account holder | $157,846 | $17,272+813.9% | $14,255+1007.3% | $12,624+1150.4% |