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 | $906,658 | $209,411+333.0% | $178,490+408.0% | $158,922+470.5% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 0.90% | 188.75%-187.9pp | 151.07%-150.2pp | 302.83%-301.9pp |
| Employer contribution / active EE | $37,500 | $5,706+557.2% | $5,011+648.4% | $4,761+687.6% |
| Participant deferral / active EE | $22,344 | $5,954+275.3% | $5,202+329.6% | $5,982+273.5% |
| Admin fee / account holder | $5,858 | $17,074-65.7% | $13,984-58.1% | $11,246-47.9% |