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 | $402,380 | $167,484+140.3% | $151,611+165.4% | $134,475+199.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -23.19% | 7.80%-31.0pp | 3.33%-26.5pp | 417.96%-441.2pp |
| Employer contribution / active EE | $40,500 | $6,829+493.0% | $6,166+556.8% | $4,740+754.5% |
| Participant deferral / active EE | $17,100 | $8,986+90.3% | $8,363+104.5% | $6,400+167.2% |
| Admin fee / account holder | $3,975 | $13,783-71.2% | $11,616-65.8% | $11,426-65.2% |