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 | $250,025 | $65,061+284.3% | $143,757+73.9% | $66,914+273.6% |
| Participation rate | 100.0% | 65.2%+34.8pp | 80.3%+19.7pp | 69.8%+30.2pp |
| Annual return | -19.93% | -11.14%-8.8pp | -0.04%-19.9pp | 1.58%-21.5pp |
| Employer contribution / active EE | $15,655 | $2,361+563.2% | $4,951+216.2% | $2,544+515.3% |
| Participant deferral / active EE | $7,765 | $2,919+166.0% | $5,637+37.7% | $4,237+83.3% |
| Admin fee / account holder | $7,915 | $502+1477.0% | $14,673-46.1% | $593+1234.2% |