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 | $541,941 | $82,664+555.6% | $125,339+332.4% | $68,494+691.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -20.81% | -5.97%-14.8pp | 572.05%-592.9pp | -7.84%-13.0pp |
| Employer contribution / active EE | $6,203 | $3,381+83.5% | $4,814+28.9% | $2,596+138.9% |
| Participant deferral / active EE | $15,827 | $6,110+159.0% | $7,446+112.6% | $4,027+293.0% |
| Admin fee / account holder | $1,928 | $6,275-69.3% | $10,010-80.7% | $5,403-64.3% |