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 | $345,596 | $73,867+367.9% | $143,757+140.4% | $68,494+404.6% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -23.79% | 1.01%-24.8pp | -0.04%-23.7pp | -7.84%-15.9pp |
| Employer contribution / active EE | $15,777 | $3,184+395.5% | $4,951+218.7% | $2,596+507.7% |
| Participant deferral / active EE | $22,548 | $3,384+566.2% | $5,637+300.0% | $4,027+459.9% |
| Admin fee / account holder | $29,471 | $5,755+412.1% | $14,673+100.9% | $5,403+445.5% |