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 | $470,383 | $110,094+327.3% | $151,611+210.3% | $68,494+586.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -32.50% | -10.12%-22.4pp | 3.33%-35.8pp | -7.84%-24.7pp |
| Employer contribution / active EE | $20,709 | $4,471+363.2% | $6,166+235.9% | $2,596+697.6% |
| Participant deferral / active EE | $18,723 | $6,527+186.8% | $8,363+123.9% | $4,027+364.9% |
| Admin fee / account holder | $19,835 | $7,719+157.0% | $11,616+70.8% | $5,403+267.1% |