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 | $419,203 | $94,529+343.5% | $140,016+199.4% | $64,186+553.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | -20.00% | 7.77%-27.8pp | 651.12%-671.1pp | 7.63%-27.6pp |
| Employer contribution / active EE | $82,823 | $3,812+2072.4% | $5,606+1377.4% | $2,381+3378.7% |
| Participant deferral / active EE | $11,984 | $5,250+128.3% | $6,927+73.0% | $3,470+245.4% |
| Admin fee / account holder | $52,658 | $6,741+681.2% | $10,705+391.9% | $4,888+977.3% |