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 | $300,711 | $114,381+162.9% | $107,525+179.7% | $142,382+111.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 0.28% | 242.71%-242.4pp | 181.32%-181.0pp | 217.08%-216.8pp |
| Employer contribution / active EE | $16,740 | $4,015+317.0% | $3,754+346.0% | $4,299+289.4% |
| Participant deferral / active EE | $12,094 | $5,564+117.3% | $5,116+136.4% | $6,507+85.9% |
| Admin fee / account holder | $1,307 | $9,860-86.7% | $8,919-85.3% | $12,624-89.6% |