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 | $752,647 | $93,571+704.4% | $135,903+453.8% | $75,163+901.3% |
| Participation rate | 94.3% | 75.2%+19.1pp | 81.9%+12.4pp | 67.2%+27.1pp |
| Annual return | -6.15% | 30.90%-37.1pp | 68.23%-74.4pp | 160.62%-166.8pp |
| Employer contribution / active EE | $12,088 | $3,537+241.8% | $4,856+148.9% | $2,670+352.8% |
| Participant deferral / active EE | $13,680 | $6,404+113.6% | $7,758+76.3% | $4,125+231.6% |
| Admin fee / account holder | $2,707 | $6,975-61.2% | $10,762-74.8% | $5,651-52.1% |