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 | $405,625 | $167,484+142.2% | $151,611+167.5% | $134,475+201.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -24.36% | 7.80%-32.2pp | 3.33%-27.7pp | 417.96%-442.3pp |
| Employer contribution / active EE | $14,170 | $6,829+107.5% | $6,166+129.8% | $4,740+199.0% |
| Participant deferral / active EE | $10,432 | $8,986+16.1% | $8,363+24.7% | $6,400+63.0% |
| Admin fee / account holder | $60,541 | $13,783+339.2% | $11,616+421.2% | $11,426+429.9% |