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 | $315,534 | $83,427+278.2% | $115,756+172.6% | $68,494+360.7% |
| Participation rate | 100.0% | 71.9%+28.1pp | 77.1%+22.9pp | 67.9%+32.1pp |
| Annual return | -20.19% | -10.95%-9.2pp | 143.14%-163.3pp | -7.84%-12.3pp |
| Employer contribution / active EE | $13,000 | $3,075+322.8% | $3,793+242.8% | $2,596+400.7% |
| Participant deferral / active EE | $18,300 | $5,355+241.7% | $6,254+192.6% | $4,027+354.4% |
| Admin fee / account holder | $2,558 | $5,708-55.2% | $8,124-68.5% | $5,403-52.7% |