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 | $611,234 | $115,770+428.0% | $101,248+503.7% | $158,922+284.6% |
| Participation rate | 80.0% | 79.4%+0.6pp | 75.8%+4.2pp | 82.0%-2.0pp |
| Annual return | -4.57% | 56.14%-60.7pp | 46.47%-51.0pp | 302.83%-307.4pp |
| Employer contribution / active EE | $18,372 | $4,175+340.1% | $3,660+402.0% | $4,761+285.9% |
| Participant deferral / active EE | $14,000 | $4,957+182.4% | $4,370+220.4% | $5,982+134.0% |
| Admin fee / account holder | $527,993 | $7,245+7187.7% | $5,945+8780.6% | $11,246+4595.1% |