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 | $716,177 | $113,935+528.6% | $94,224+660.1% | $125,391+471.2% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -3.54% | 5.29%-8.8pp | 10.68%-14.2pp | 282.22%-285.8pp |
| Employer contribution / active EE | $6,618 | $4,727+40.0% | $3,587+84.5% | $4,866+36.0% |
| Participant deferral / active EE | $8,875 | $5,179+71.4% | $4,320+105.4% | $5,352+65.8% |
| Admin fee / account holder | $18,332 | $8,391+118.5% | $6,269+192.4% | $9,540+92.2% |