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 | $384,817 | $91,552+320.3% | $133,956+187.3% | $79,858+381.9% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -2.12% | 61.85%-64.0pp | 45.09%-47.2pp | 31.71%-33.8pp |
| Employer contribution / active EE | $32,741 | $2,384+1273.7% | $3,919+735.5% | $2,471+1225.1% |
| Participant deferral / active EE | $3,541 | $3,733-5.2% | $5,048-29.8% | $3,740-5.3% |
| Admin fee / account holder | $13,435 | $6,321+112.6% | $8,927+50.5% | $5,306+153.2% |