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 | $565,658 | $181,894+211.0% | $156,549+261.3% | $273,961+106.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | -3.88% | 30.74%-34.6pp | 32.23%-36.1pp | 41.45%-45.3pp |
| Employer contribution / active EE | $29,237 | $6,248+367.9% | $5,501+431.5% | $4,869+500.5% |
| Participant deferral / active EE | $14,910 | $5,550+168.7% | $4,871+206.1% | $5,287+182.0% |
| Admin fee / account holder | $167,711 | $15,559+977.9% | $13,027+1187.4% | $10,132+1555.3% |