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 | $339,955 | $154,117+120.6% | $129,995+161.5% | $139,434+143.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 4.41% | 32.48%-28.1pp | -137.18%+141.6pp | 372.94%-368.5pp |
| Employer contribution / active EE | $3,489 | $5,289-34.0% | $4,320-19.2% | $4,751-26.6% |
| Participant deferral / active EE | $4,591 | $6,710-31.6% | $5,820-21.1% | $6,710-31.6% |
| Admin fee / account holder | $194,168 | $14,007+1286.3% | $10,614+1729.3% | $11,403+1602.9% |