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 | $505,893 | $106,515+375.0% | $96,683+423.3% | $139,434+262.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | -11.67% | 38.43%-50.1pp | 35.69%-47.4pp | 372.94%-384.6pp |
| Employer contribution / active EE | $18,403 | $4,103+348.5% | $3,737+392.5% | $4,751+287.4% |
| Participant deferral / active EE | $10,967 | $5,454+101.1% | $4,878+124.8% | $6,710+63.4% |
| Admin fee / account holder | $6,582 | $7,877-16.4% | $6,730-2.2% | $11,403-42.3% |