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 8-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 | $510,732 | $167,484+204.9% | $151,611+236.9% | $134,475+279.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -24.40% | 7.80%-32.2pp | 3.33%-27.7pp | 417.96%-442.4pp |
| Employer contribution / active EE | $6,598 | $6,829-3.4% | $6,166+7.0% | $4,740+39.2% |
| Participant deferral / active EE | $7,663 | $8,986-14.7% | $8,363-8.4% | $6,400+19.7% |
| Admin fee / account holder | $1,549 | $13,783-88.8% | $11,616-86.7% | $11,426-86.4% |