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 | $1,084,998 | $183,963+489.8% | $162,163+569.1% | $152,861+609.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | -0.63% | 150.76%-151.4pp | 115.59%-116.2pp | 345.32%-345.9pp |
| Employer contribution / active EE | $2,062 | $6,371-67.6% | $5,614-63.3% | $4,762-56.7% |
| Participant deferral / active EE | $6,335 | $8,034-21.1% | $7,298-13.2% | $5,850+8.3% |
| Admin fee / account holder | $86,749 | $13,121+561.1% | $10,843+700.1% | $11,596+648.1% |