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 | $282,973 | $167,484+69.0% | $151,611+86.6% | $134,475+110.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -22.27% | 7.80%-30.1pp | 3.33%-25.6pp | 417.96%-440.2pp |
| Employer contribution / active EE | $33,638 | $6,829+392.6% | $6,166+445.5% | $4,740+609.7% |
| Participant deferral / active EE | $15,739 | $8,986+75.2% | $8,363+88.2% | $6,400+145.9% |
| Admin fee / account holder | $13,570 | $13,783-1.5% | $11,616+16.8% | $11,426+18.8% |