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 | $515,793 | $167,484+208.0% | $151,611+240.2% | $134,475+283.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -23.24% | 7.80%-31.0pp | 3.33%-26.6pp | 417.96%-441.2pp |
| Employer contribution / active EE | $32,582 | $6,829+377.1% | $6,166+428.4% | $4,740+587.4% |
| Participant deferral / active EE | $19,909 | $8,986+121.6% | $8,363+138.1% | $6,400+211.1% |
| Admin fee / account holder | $2,778 | $13,783-79.8% | $11,616-76.1% | $11,426-75.7% |