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 | $693,816 | $167,484+314.3% | $151,611+357.6% | $134,475+415.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -25.27% | 7.80%-33.1pp | 3.33%-28.6pp | 417.96%-443.2pp |
| Employer contribution / active EE | $21,900 | $6,829+220.7% | $6,166+255.2% | $4,740+362.0% |
| Participant deferral / active EE | $28,181 | $8,986+213.6% | $8,363+237.0% | $6,400+340.3% |
| Admin fee / account holder | $12,682 | $13,783-8.0% | $11,616+9.2% | $11,426+11.0% |