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 | $295,426 | $87,540+237.5% | $75,781+289.8% | $125,391+135.6% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -8.57% | 13.48%-22.1pp | 9.68%-18.3pp | 282.22%-290.8pp |
| Employer contribution / active EE | $1,933 | $3,930-50.8% | $3,323-41.8% | $4,866-60.3% |
| Participant deferral / active EE | $10,680 | $4,229+152.5% | $3,651+192.5% | $5,352+99.6% |
| Admin fee / account holder | $5,990 | $6,502-7.9% | $5,299+13.0% | $9,540-37.2% |