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 | $638,624 | $84,527+655.5% | $67,711+843.2% | $125,391+409.3% |
| Participation rate | 100.0% | 74.8%+25.2pp | 67.5%+32.5pp | 83.2%+16.8pp |
| Annual return | -4.25% | 2.57%-6.8pp | 25.41%-29.7pp | 282.22%-286.5pp |
| Employer contribution / active EE | $19,249 | $3,292+484.7% | $2,559+652.1% | $4,866+295.6% |
| Participant deferral / active EE | $12,000 | $4,429+170.9% | $3,585+234.7% | $5,352+124.2% |
| Admin fee / account holder | $4,235 | $5,340-20.7% | $4,255-0.5% | $9,540-55.6% |