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 | $380,742 | $197,591+92.7% | $177,821+114.1% | $158,922+139.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | -4.88% | 58.76%-63.6pp | 48.32%-53.2pp | 302.83%-307.7pp |
| Employer contribution / active EE | $7,317 | $6,697+9.2% | $5,918+23.6% | $4,761+53.7% |
| Participant deferral / active EE | $12,650 | $8,405+50.5% | $7,714+64.0% | $5,982+111.5% |
| Admin fee / account holder | $4,825 | $15,399-68.7% | $12,427-61.2% | $11,246-57.1% |