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 | $491,387 | $167,484+193.4% | $151,611+224.1% | $134,475+265.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -21.87% | 7.80%-29.7pp | 3.33%-25.2pp | 417.96%-439.8pp |
| Employer contribution / active EE | $17,600 | $6,829+157.7% | $6,166+185.4% | $4,740+271.3% |
| Participant deferral / active EE | $9,455 | $8,986+5.2% | $8,363+13.1% | $6,400+47.7% |
| Admin fee / account holder | $1,803 | $13,783-86.9% | $11,616-84.5% | $11,426-84.2% |