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 | $787,691 | $110,094+615.5% | $151,611+419.5% | $68,494+1050.0% |
| Participation rate | 98.6% | 84.0%+14.6pp | 87.5%+11.1pp | 67.9%+30.7pp |
| Annual return | -20.59% | -10.12%-10.5pp | 3.33%-23.9pp | -7.84%-12.7pp |
| Employer contribution / active EE | $22,141 | $4,471+395.3% | $6,166+259.1% | $2,596+752.8% |
| Participant deferral / active EE | $27,706 | $6,527+324.5% | $8,363+231.3% | $4,027+588.0% |
| Admin fee / account holder | $52,977 | $7,719+586.4% | $11,616+356.1% | $5,403+880.6% |