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 | $324,837 | $110,094+195.1% | $151,611+114.3% | $68,494+374.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -21.10% | -10.12%-11.0pp | 3.33%-24.4pp | -7.84%-13.3pp |
| Employer contribution / active EE | $15,086 | $4,471+237.5% | $6,166+144.7% | $2,596+481.1% |
| Participant deferral / active EE | $14,302 | $6,527+119.1% | $8,363+71.0% | $4,027+255.1% |
| Admin fee / account holder | $444 | $7,719-94.3% | $11,616-96.2% | $5,403-91.8% |