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 | $295,573 | $71,883+311.2% | $86,677+241.0% | $68,494+331.5% |
| Participation rate | 96.3% | 72.2%+24.1pp | 76.6%+19.7pp | 67.9%+28.4pp |
| Annual return | -22.49% | 3.52%-26.0pp | 35.91%-58.4pp | -7.84%-14.6pp |
| Employer contribution / active EE | $10,370 | $2,173+377.3% | $2,836+265.6% | $2,596+299.4% |
| Participant deferral / active EE | $6,417 | $3,779+69.8% | $4,656+37.8% | $4,027+59.3% |
| Admin fee / account holder | $34,381 | $6,112+462.5% | $7,493+358.8% | $5,403+536.4% |