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 | $633,228 | $157,256+302.7% | $141,162+348.6% | $152,861+314.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | -0.55% | 64.32%-64.9pp | 71.39%-71.9pp | 345.32%-345.9pp |
| Employer contribution / active EE | $5,250 | $5,261-0.2% | $4,735+10.9% | $4,762+10.2% |
| Participant deferral / active EE | $7,666 | $7,109+7.8% | $6,709+14.3% | $5,850+31.0% |
| Admin fee / account holder | $119,716 | $12,120+887.7% | $10,261+1066.7% | $11,596+932.3% |