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 | $260,288 | $70,669+268.3% | $169,368+53.7% | $75,163+246.3% |
| Participation rate | 100.0% | 64.8%+35.2pp | 77.1%+22.9pp | 67.2%+32.8pp |
| Annual return | 0.59% | 36.36%-35.8pp | 405.60%-405.0pp | 160.62%-160.0pp |
| Employer contribution / active EE | $29,651 | $2,211+1241.2% | $4,013+638.9% | $2,670+1010.6% |
| Participant deferral / active EE | $0 | $4,311-100.0% | $6,221-100.0% | $4,125-100.0% |
| Admin fee / account holder | $5,354 | $5,402-0.9% | $9,003-40.5% | $5,651-5.3% |