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 | $589,902 | $228,332+158.4% | $185,823+217.5% | $158,922+271.2% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | -3.15% | 40.80%-44.0pp | 35.95%-39.1pp | 302.83%-306.0pp |
| Employer contribution / active EE | $4,048 | $4,967-18.5% | $4,087-1.0% | $4,761-15.0% |
| Participant deferral / active EE | $14,611 | $6,415+127.8% | $5,632+159.4% | $5,982+144.2% |
| Admin fee / account holder | $1,841 | $11,864-84.5% | $9,500-80.6% | $11,246-83.6% |