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 | $307,039 | $73,933+315.3% | $96,683+217.6% | $75,163+308.5% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | -6.81% | 26.70%-33.5pp | 35.69%-42.5pp | 160.62%-167.4pp |
| Employer contribution / active EE | $3,674 | $2,928+25.5% | $3,737-1.7% | $2,670+37.6% |
| Participant deferral / active EE | $11,048 | $3,659+202.0% | $4,878+126.5% | $4,125+167.8% |
| Admin fee / account holder | $10,507 | $5,216+101.4% | $6,730+56.1% | $5,651+85.9% |