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 | $290,480 | $106,515+172.7% | $96,683+200.4% | $139,434+108.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | -7.63% | 38.43%-46.1pp | 35.69%-43.3pp | 372.94%-380.6pp |
| Employer contribution / active EE | $3,887 | $4,103-5.3% | $3,737+4.0% | $4,751-18.2% |
| Participant deferral / active EE | $11,882 | $5,454+117.9% | $4,878+143.6% | $6,710+77.1% |
| Admin fee / account holder | $14,155 | $7,877+79.7% | $6,730+110.3% | $11,403+24.1% |