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 | $419,599 | $167,484+150.5% | $151,611+176.8% | $134,475+212.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -21.55% | 7.80%-29.3pp | 3.33%-24.9pp | 417.96%-439.5pp |
| Employer contribution / active EE | $7,023 | $6,829+2.8% | $6,166+13.9% | $4,740+48.2% |
| Participant deferral / active EE | $18,876 | $8,986+110.1% | $8,363+125.7% | $6,400+195.0% |
| Admin fee / account holder | $3,966 | $13,783-71.2% | $11,616-65.9% | $11,426-65.3% |