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 | $802,552 | $167,484+379.2% | $151,611+429.3% | $134,475+496.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -31.02% | 7.80%-38.8pp | 3.33%-34.4pp | 417.96%-449.0pp |
| Employer contribution / active EE | $16,044 | $6,829+134.9% | $6,166+160.2% | $4,740+238.5% |
| Participant deferral / active EE | $20,655 | $8,986+129.9% | $8,363+147.0% | $6,400+222.8% |
| Admin fee / account holder | $15,622 | $13,783+13.3% | $11,616+34.5% | $11,426+36.7% |