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 | $563,415 | $73,867+662.7% | $143,757+291.9% | $68,494+722.6% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -21.32% | 1.01%-22.3pp | -0.04%-21.3pp | -7.84%-13.5pp |
| Employer contribution / active EE | $30,357 | $3,184+853.4% | $4,951+513.2% | $2,596+1069.2% |
| Participant deferral / active EE | $16,042 | $3,384+374.0% | $5,637+184.6% | $4,027+298.3% |
| Admin fee / account holder | $25,857 | $5,755+349.3% | $14,673+76.2% | $5,403+378.6% |