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 | $421,805 | $127,386+231.1% | $115,037+266.7% | $125,391+236.4% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -3.79% | 31.28%-35.1pp | 26.14%-29.9pp | 282.22%-286.0pp |
| Employer contribution / active EE | $18,295 | $5,166+254.1% | $4,608+297.0% | $4,866+276.0% |
| Participant deferral / active EE | $17,314 | $6,423+169.6% | $6,026+187.3% | $5,352+223.5% |
| Admin fee / account holder | $2,090 | $9,516-78.0% | $8,175-74.4% | $9,540-78.1% |