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 | $634,610 | $85,202+644.8% | $172,739+267.4% | $72,985+769.5% |
| Participation rate | 91.7% | 70.1%+21.6pp | 82.6%+9.0pp | 69.5%+22.2pp |
| Annual return | -13.52% | 27.32%-40.8pp | 802.84%-816.4pp | 81.00%-94.5pp |
| Employer contribution / active EE | $33,989 | $3,324+922.4% | $5,143+560.9% | $2,440+1293.1% |
| Participant deferral / active EE | $3,395 | $3,260+4.1% | $5,198-34.7% | $3,607-5.9% |
| Admin fee / account holder | $99,371 | $5,884+1588.9% | $13,954+612.1% | $5,124+1839.2% |