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 | $319,438 | $185,822+71.9% | $169,993+87.9% | $139,434+129.1% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | -17.78% | 60.50%-78.3pp | 53.37%-71.2pp | 372.94%-390.7pp |
| Employer contribution / active EE | $67,500 | $7,590+789.3% | $6,785+894.8% | $4,751+1320.8% |
| Participant deferral / active EE | $30,000 | $11,622+158.1% | $10,408+188.3% | $6,710+347.1% |
| Admin fee / account holder | $25,772 | $15,381+67.6% | $12,815+101.1% | $11,403+126.0% |