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 | $267,228 | $82,664+223.3% | $125,339+113.2% | $68,494+290.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -19.50% | -5.97%-13.5pp | 572.05%-591.5pp | -7.84%-11.7pp |
| Employer contribution / active EE | $14,590 | $3,381+331.5% | $4,814+203.1% | $2,596+462.0% |
| Participant deferral / active EE | $15,260 | $6,110+149.7% | $7,446+104.9% | $4,027+278.9% |
| Admin fee / account holder | $7,487 | $6,275+19.3% | $10,010-25.2% | $5,403+38.6% |