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 | $533,996 | $73,515+626.4% | $62,995+747.7% | $147,584+261.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 0.46% | 175.43%-175.0pp | 87.57%-87.1pp | 578.55%-578.1pp |
| Employer contribution / active EE | $16,740 | $3,320+404.1% | $2,759+506.8% | $4,876+243.3% |
| Participant deferral / active EE | $20,050 | $4,185+379.1% | $3,329+502.2% | $5,439+268.7% |
| Admin fee / account holder | $112,522 | $5,953+1790.0% | $3,600+3025.6% | $10,885+933.7% |