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 | $292,515 | $167,484+74.7% | $151,611+92.9% | $134,475+117.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -23.28% | 7.80%-31.1pp | 3.33%-26.6pp | 417.96%-441.2pp |
| Employer contribution / active EE | $34,252 | $6,829+401.6% | $6,166+455.5% | $4,740+622.7% |
| Participant deferral / active EE | $24,531 | $8,986+173.0% | $8,363+193.3% | $6,400+283.3% |
| Admin fee / account holder | $97,314 | $13,783+606.1% | $11,616+737.8% | $11,426+751.7% |