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 | $415,215 | $113,935+264.4% | $94,224+340.7% | $125,391+231.1% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -11.47% | 5.29%-16.8pp | 10.68%-22.2pp | 282.22%-293.7pp |
| Employer contribution / active EE | $7,055 | $4,727+49.2% | $3,587+96.7% | $4,866+45.0% |
| Participant deferral / active EE | $8,504 | $5,179+64.2% | $4,320+96.8% | $5,352+58.9% |
| Admin fee / account holder | $1,050 | $8,391-87.5% | $6,269-83.2% | $9,540-89.0% |