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 | $955,519 | $176,056+442.7% | $159,436+499.3% | $167,490+470.5% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | -0.54% | 331.75%-332.3pp | 263.57%-264.1pp | 478.56%-479.1pp |
| Employer contribution / active EE | $3,723 | $5,297-29.7% | $4,829-22.9% | $4,837-23.0% |
| Participant deferral / active EE | $7,446 | $7,750-3.9% | $7,352+1.3% | $6,341+17.4% |
| Admin fee / account holder | $106,043 | $12,554+744.7% | $10,799+882.0% | $12,309+761.5% |