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 | $384,131 | $106,515+260.6% | $96,683+297.3% | $139,434+175.5% |
| Participation rate | 90.0% | 77.8%+12.2pp | 74.3%+15.7pp | 80.3%+9.7pp |
| Annual return | -8.26% | 38.43%-46.7pp | 35.69%-44.0pp | 372.94%-381.2pp |
| Employer contribution / active EE | $26,218 | $4,103+539.0% | $3,737+601.6% | $4,751+451.9% |
| Participant deferral / active EE | $6,926 | $5,454+27.0% | $4,878+42.0% | $6,710+3.2% |
| Admin fee / account holder | $6,628 | $7,877-15.9% | $6,730-1.5% | $11,403-41.9% |