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 | $648,690 | $140,588+361.4% | $123,104+426.9% | $125,391+417.3% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -7.30% | 16.80%-24.1pp | 13.22%-20.5pp | 282.22%-289.5pp |
| Employer contribution / active EE | $12,579 | $6,041+108.2% | $5,151+144.2% | $4,866+158.5% |
| Participant deferral / active EE | $10,549 | $6,980+51.1% | $6,230+69.3% | $5,352+97.1% |
| Admin fee / account holder | $552 | $11,198-95.1% | $9,015-93.9% | $9,540-94.2% |