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 | $451,317 | $91,538+393.0% | $129,995+247.2% | $75,163+500.4% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 1.19% | -631.11%+632.3pp | -137.18%+138.4pp | 160.62%-159.4pp |
| Employer contribution / active EE | $37,800 | $2,845+1228.5% | $4,320+775.1% | $2,670+1315.8% |
| Participant deferral / active EE | $3,695 | $4,341-14.9% | $5,820-36.5% | $4,125-10.4% |
| Admin fee / account holder | $20,254 | $6,790+198.3% | $10,614+90.8% | $5,651+258.4% |