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 | $384,629 | $133,958+187.1% | $112,228+242.7% | $134,475+186.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -21.39% | 47.11%-68.5pp | 27.45%-48.8pp | 417.96%-439.3pp |
| Employer contribution / active EE | $23,800 | $4,038+489.4% | $3,635+554.8% | $4,740+402.2% |
| Participant deferral / active EE | $8,349 | $5,291+57.8% | $4,728+76.6% | $6,400+30.5% |
| Admin fee / account holder | $1,161 | $7,489-84.5% | $6,410-81.9% | $11,426-89.8% |