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 | $450,990 | $185,822+142.7% | $169,993+165.3% | $139,434+223.4% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | -7.96% | 60.50%-68.5pp | 53.37%-61.3pp | 372.94%-380.9pp |
| Employer contribution / active EE | $4,182 | $7,590-44.9% | $6,785-38.4% | $4,751-12.0% |
| Participant deferral / active EE | $5,792 | $11,622-50.2% | $10,408-44.3% | $6,710-13.7% |
| Admin fee / account holder | $11,724 | $15,381-23.8% | $12,815-8.5% | $11,403+2.8% |