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 | $484,256 | $110,094+339.9% | $151,611+219.4% | $68,494+607.0% |
| Participation rate | 87.5% | 84.0%+3.5pp | 87.5%0pp | 67.9%+19.6pp |
| Annual return | -19.96% | -10.12%-9.8pp | 3.33%-23.3pp | -7.84%-12.1pp |
| Employer contribution / active EE | $13,421 | $4,471+200.2% | $6,166+117.7% | $2,596+416.9% |
| Participant deferral / active EE | $10,045 | $6,527+53.9% | $8,363+20.1% | $4,027+149.4% |
| Admin fee / account holder | $13,035 | $7,719+68.9% | $11,616+12.2% | $5,403+141.3% |