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 | $616,555 | $125,758+390.3% | $169,993+262.7% | $75,163+720.3% |
| Participation rate | 96.6% | 83.6%+13.0pp | 87.0%+9.6pp | 67.2%+29.4pp |
| Annual return | -8.38% | 27.20%-35.6pp | 53.37%-61.7pp | 160.62%-169.0pp |
| Employer contribution / active EE | $16,097 | $4,615+248.8% | $6,785+137.2% | $2,670+502.9% |
| Participant deferral / active EE | $6,397 | $6,837-6.4% | $10,408-38.5% | $4,125+55.1% |
| Admin fee / account holder | $24,102 | $8,173+194.9% | $12,815+88.1% | $5,651+326.5% |