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 | $450,368 | $140,940+219.5% | $112,229+301.3% | $139,434+223.0% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | -6.24% | 32.71%-38.9pp | 30.20%-36.4pp | 372.94%-379.2pp |
| Employer contribution / active EE | $13,127 | $4,283+206.5% | $3,430+282.7% | $4,751+176.3% |
| Participant deferral / active EE | $2,188 | $5,874-62.8% | $4,798-54.4% | $6,710-67.4% |
| Admin fee / account holder | $8,011 | $9,954-19.5% | $7,748+3.4% | $11,403-29.7% |