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 | $544,289 | $148,534+266.4% | $135,903+300.5% | $139,434+290.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 0.56% | 79.19%-78.6pp | 68.23%-67.7pp | 372.94%-372.4pp |
| Employer contribution / active EE | $2,520 | $5,243-51.9% | $4,856-48.1% | $4,751-46.9% |
| Participant deferral / active EE | $17,633 | $8,100+117.7% | $7,758+127.3% | $6,710+162.8% |
| Admin fee / account holder | $70,636 | $12,400+469.7% | $10,762+556.3% | $11,403+519.5% |