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 | $591,907 | $167,484+253.4% | $151,611+290.4% | $134,475+340.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -33.76% | 7.80%-41.6pp | 3.33%-37.1pp | 417.96%-451.7pp |
| Employer contribution / active EE | $24,856 | $6,829+264.0% | $6,166+303.1% | $4,740+424.4% |
| Participant deferral / active EE | $21,251 | $8,986+136.5% | $8,363+154.1% | $6,400+232.1% |
| Admin fee / account holder | $17,678 | $13,783+28.3% | $11,616+52.2% | $11,426+54.7% |