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 | $406,673 | $209,411+94.2% | $178,490+127.8% | $158,922+155.9% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | -0.05% | 188.75%-188.8pp | 151.07%-151.1pp | 302.83%-302.9pp |
| Employer contribution / active EE | $16,212 | $5,706+184.1% | $5,011+223.5% | $4,761+240.5% |
| Participant deferral / active EE | $3,969 | $5,954-33.3% | $5,202-23.7% | $5,982-33.7% |
| Admin fee / account holder | $31,072 | $17,074+82.0% | $13,984+122.2% | $11,246+176.3% |