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 | $513,422 | $167,484+206.6% | $151,611+238.6% | $134,475+281.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -30.33% | 7.80%-38.1pp | 3.33%-33.7pp | 417.96%-448.3pp |
| Employer contribution / active EE | $31,330 | $6,829+358.8% | $6,166+408.1% | $4,740+561.0% |
| Participant deferral / active EE | $21,825 | $8,986+142.9% | $8,363+161.0% | $6,400+241.0% |
| Admin fee / account holder | $48,373 | $13,783+251.0% | $11,616+316.4% | $11,426+323.4% |