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 | $378,573 | $81,248+365.9% | $155,509+143.4% | $80,856+368.2% |
| Participation rate | 93.3% | 66.2%+27.1pp | 78.2%+15.1pp | 67.6%+25.7pp |
| Annual return | -11.54% | 33.31%-44.8pp | 64.67%-76.2pp | 35.59%-47.1pp |
| Employer contribution / active EE | $19,575 | $3,100+531.4% | $4,672+318.9% | $2,755+610.6% |
| Participant deferral / active EE | $18,260 | $3,452+429.0% | $5,626+224.5% | $4,296+325.1% |
| Admin fee / account holder | $12,201 | $7,997+52.6% | $15,912-23.3% | $6,918+76.4% |