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 | $415,512 | $91,190+355.7% | $178,490+132.8% | $79,858+420.3% |
| Participation rate | 82.4% | 69.2%+13.2pp | 81.9%+0.4pp | 69.6%+12.7pp |
| Annual return | -4.47% | 24.19%-28.7pp | 151.07%-155.5pp | 31.71%-36.2pp |
| Employer contribution / active EE | $18,058 | $3,256+454.6% | $5,011+260.4% | $2,471+630.8% |
| Participant deferral / active EE | $12,100 | $3,236+273.9% | $5,202+132.6% | $3,740+223.5% |
| Admin fee / account holder | $27,624 | $6,751+309.2% | $13,984+97.5% | $5,306+420.6% |