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 | $672,006 | $87,705+666.2% | $63,517+958.0% | $125,391+435.9% |
| Participation rate | 100.0% | 77.0%+23.0pp | 71.0%+29.0pp | 83.2%+16.8pp |
| Annual return | -6.23% | 21.70%-27.9pp | -70.30%+64.1pp | 282.22%-288.5pp |
| Employer contribution / active EE | $9,749 | $3,601+170.7% | $2,322+319.8% | $4,866+100.3% |
| Participant deferral / active EE | $12,000 | $3,939+204.6% | $2,953+306.3% | $5,352+124.2% |
| Admin fee / account holder | $29,098 | $11,948+143.5% | $5,892+393.9% | $9,540+205.0% |