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 | $386,864 | $131,829+193.5% | $108,579+256.3% | $273,961+41.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | -1.93% | -91.57%+89.6pp | -51.70%+49.8pp | 41.45%-43.4pp |
| Employer contribution / active EE | $14,458 | $4,912+194.3% | $3,758+284.7% | $4,869+196.9% |
| Participant deferral / active EE | $6,224 | $5,127+21.4% | $4,311+44.4% | $5,287+17.7% |
| Admin fee / account holder | $17,446 | $10,252+70.2% | $7,645+128.2% | $10,132+72.2% |