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 | $1,097,685 | $105,860+936.9% | $90,749+1109.6% | $134,475+716.3% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -25.25% | -11.01%-14.2pp | -12.16%-13.1pp | 417.96%-443.2pp |
| Employer contribution / active EE | $10,760 | $3,462+210.8% | $2,921+268.4% | $4,740+127.0% |
| Participant deferral / active EE | $27,000 | $5,216+417.7% | $4,564+491.6% | $6,400+321.9% |
| Admin fee / account holder | $5,765 | $13,938-58.6% | $8,445-31.7% | $11,426-49.5% |