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 | $260,994 | $82,664+215.7% | $125,339+108.2% | $68,494+281.0% |
| Participation rate | 93.5% | 75.0%+18.5pp | 82.4%+11.2pp | 67.9%+25.7pp |
| Annual return | -20.97% | -5.97%-15.0pp | 572.05%-593.0pp | -7.84%-13.1pp |
| Employer contribution / active EE | $4,989 | $3,381+47.5% | $4,814+3.6% | $2,596+92.1% |
| Participant deferral / active EE | $11,011 | $6,110+80.2% | $7,446+47.9% | $4,027+173.4% |
| Admin fee / account holder | $17,884 | $6,275+185.0% | $10,010+78.7% | $5,403+231.0% |