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 | $381,715 | $185,822+105.4% | $169,993+124.5% | $139,434+173.8% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | -7.18% | 60.50%-67.7pp | 53.37%-60.6pp | 372.94%-380.1pp |
| Employer contribution / active EE | $5,531 | $7,590-27.1% | $6,785-18.5% | $4,751+16.4% |
| Participant deferral / active EE | $19,935 | $11,622+71.5% | $10,408+91.5% | $6,710+197.1% |
| Admin fee / account holder | $7,737 | $15,381-49.7% | $12,815-39.6% | $11,403-32.1% |