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 | $375,460 | $148,534+152.8% | $135,903+176.3% | $139,434+169.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | -2.70% | 79.19%-81.9pp | 68.23%-70.9pp | 372.94%-375.6pp |
| Employer contribution / active EE | $10,149 | $5,243+93.6% | $4,856+109.0% | $4,751+113.6% |
| Participant deferral / active EE | $12,207 | $8,100+50.7% | $7,758+57.4% | $6,710+81.9% |
| Admin fee / account holder | $10,461 | $12,400-15.6% | $10,762-2.8% | $11,403-8.3% |