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 | $401,320 | $110,094+264.5% | $151,611+164.7% | $68,494+485.9% |
| Participation rate | 92.3% | 84.0%+8.3pp | 87.5%+4.8pp | 67.9%+24.4pp |
| Annual return | -20.13% | -10.12%-10.0pp | 3.33%-23.5pp | -7.84%-12.3pp |
| Employer contribution / active EE | $10,272 | $4,471+129.8% | $6,166+66.6% | $2,596+295.6% |
| Participant deferral / active EE | $12,776 | $6,527+95.7% | $8,363+52.8% | $4,027+217.3% |
| Admin fee / account holder | $38,927 | $7,719+404.3% | $11,616+235.1% | $5,403+620.5% |