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 | $251,728 | $94,529+166.3% | $140,016+79.8% | $64,186+292.2% |
| Participation rate | 97.9% | 84.1%+13.8pp | 87.5%+10.4pp | 69.6%+28.3pp |
| Annual return | -7.59% | 7.77%-15.4pp | 651.12%-658.7pp | 7.63%-15.2pp |
| Employer contribution / active EE | $20,883 | $3,812+447.8% | $5,606+272.5% | $2,381+777.2% |
| Participant deferral / active EE | $12,152 | $5,250+131.5% | $6,927+75.4% | $3,470+250.3% |
| Admin fee / account holder | $13,242 | $6,741+96.4% | $10,705+23.7% | $4,888+170.9% |