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 | $312,493 | $72,177+333.0% | $115,037+171.6% | $59,632+424.0% |
| Participation rate | 87.1% | 72.6%+14.5pp | 81.4%+5.7pp | 68.7%+18.4pp |
| Annual return | -6.36% | 12.02%-18.4pp | 26.14%-32.5pp | 2041.28%-2047.6pp |
| Employer contribution / active EE | $3,943 | $2,841+38.8% | $4,608-14.4% | $2,203+79.0% |
| Participant deferral / active EE | $7,249 | $4,783+51.6% | $6,026+20.3% | $3,192+127.1% |
| Admin fee / account holder | $29,483 | $4,927+498.4% | $8,175+260.6% | $4,297+586.1% |