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 | $470,844 | $142,344+230.8% | $119,609+293.7% | $134,475+250.1% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -22.35% | -12.44%-9.9pp | -14.97%-7.4pp | 417.96%-440.3pp |
| Employer contribution / active EE | $5,859 | $5,222+12.2% | $4,232+38.4% | $4,740+23.6% |
| Participant deferral / active EE | $9,533 | $6,469+47.4% | $5,602+70.2% | $6,400+49.0% |
| Admin fee / account holder | $18,356 | $13,584+35.1% | $10,323+77.8% | $11,426+60.7% |