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 | $1,033,887 | $175,202+490.1% | $149,673+590.8% | $139,434+641.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 0.74% | 166.71%-166.0pp | 134.42%-133.7pp | 372.94%-372.2pp |
| Employer contribution / active EE | $5,850 | $5,474+6.9% | $4,818+21.4% | $4,751+23.1% |
| Participant deferral / active EE | $4,000 | $6,519-38.6% | $5,680-29.6% | $6,710-40.4% |
| Admin fee / account holder | $47,666 | $16,150+195.1% | $13,210+260.8% | $11,403+318.0% |