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 | $561,625 | $110,094+410.1% | $151,611+270.4% | $68,494+720.0% |
| Participation rate | 90.5% | 84.0%+6.5pp | 87.5%+3.0pp | 67.9%+22.6pp |
| Annual return | -23.82% | -10.12%-13.7pp | 3.33%-27.1pp | -7.84%-16.0pp |
| Employer contribution / active EE | $20,375 | $4,471+355.8% | $6,166+230.5% | $2,596+684.8% |
| Participant deferral / active EE | $15,565 | $6,527+138.5% | $8,363+86.1% | $4,027+286.5% |
| Admin fee / account holder | $10,313 | $7,719+33.6% | $11,616-11.2% | $5,403+90.9% |