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 | $336,288 | $113,935+195.2% | $94,224+256.9% | $125,391+168.2% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -4.86% | 5.29%-10.2pp | 10.68%-15.5pp | 282.22%-287.1pp |
| Employer contribution / active EE | $4,104 | $4,727-13.2% | $3,587+14.4% | $4,866-15.7% |
| Participant deferral / active EE | $22,000 | $5,179+324.8% | $4,320+409.2% | $5,352+311.1% |
| Admin fee / account holder | $5,197 | $8,391-38.1% | $6,269-17.1% | $9,540-45.5% |