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 | $952,276 | $209,411+354.7% | $178,490+433.5% | $158,922+499.2% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | -0.70% | 188.75%-189.5pp | 151.07%-151.8pp | 302.83%-303.5pp |
| Employer contribution / active EE | $33,838 | $5,706+493.0% | $5,011+575.3% | $4,761+610.7% |
| Participant deferral / active EE | $19,896 | $5,954+234.1% | $5,202+282.5% | $5,982+232.6% |
| Admin fee / account holder | $36,117 | $17,074+111.5% | $13,984+158.3% | $11,246+221.2% |