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 | $381,126 | $167,484+127.6% | $151,611+151.4% | $134,475+183.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -22.79% | 7.80%-30.6pp | 3.33%-26.1pp | 417.96%-440.8pp |
| Employer contribution / active EE | $2,896 | $6,829-57.6% | $6,166-53.0% | $4,740-38.9% |
| Participant deferral / active EE | $5,888 | $8,986-34.5% | $8,363-29.6% | $6,400-8.0% |
| Admin fee / account holder | $1,473 | $13,783-89.3% | $11,616-87.3% | $11,426-87.1% |