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 | $559,572 | $138,347+304.5% | $184,203+203.8% | $80,856+592.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | -3.62% | 20.02%-23.6pp | 28.81%-32.4pp | 35.59%-39.2pp |
| Employer contribution / active EE | $24,212 | $4,850+399.2% | $6,427+276.7% | $2,755+778.9% |
| Participant deferral / active EE | $22,269 | $7,071+214.9% | $9,131+143.9% | $4,296+418.4% |
| Admin fee / account holder | $103,244 | $10,483+884.8% | $13,901+642.7% | $6,918+1392.4% |