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 | $449,360 | $83,337+439.2% | $67,834+562.4% | $273,961+64.0% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | -3.48% | 259.45%-262.9pp | 138.47%-142.0pp | 41.45%-44.9pp |
| Employer contribution / active EE | $22,043 | $3,287+570.6% | $2,403+817.2% | $4,869+352.8% |
| Participant deferral / active EE | $15,134 | $4,088+270.2% | $3,160+379.0% | $5,287+186.2% |
| Admin fee / account holder | $3,857 | $6,752-42.9% | $4,622-16.6% | $10,132-61.9% |