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 | $345,577 | $64,707+434.1% | $112,228+207.9% | $68,494+404.5% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -19.55% | -11.40%-8.1pp | 27.45%-47.0pp | -7.84%-11.7pp |
| Employer contribution / active EE | $11,254 | $2,746+309.8% | $3,635+209.6% | $2,596+333.5% |
| Participant deferral / active EE | $9,722 | $3,565+172.7% | $4,728+105.6% | $4,027+141.4% |
| Admin fee / account holder | $8,806 | $5,232+68.3% | $6,410+37.4% | $5,403+63.0% |