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 | $282,970 | $82,032+245.0% | $123,104+129.9% | $59,632+374.5% |
| Participation rate | 100.0% | 83.2%+16.8pp | 86.8%+13.2pp | 68.7%+31.3pp |
| Annual return | -13.77% | 5.12%-18.9pp | 13.22%-27.0pp | 2041.28%-2055.1pp |
| Employer contribution / active EE | $5,239 | $3,297+58.9% | $5,151+1.7% | $2,203+137.9% |
| Participant deferral / active EE | $14,383 | $4,667+208.2% | $6,230+130.9% | $3,192+350.7% |
| Admin fee / account holder | $4,630 | $5,881-21.3% | $9,015-48.6% | $4,297+7.7% |