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 | $722,622 | $97,044+644.6% | $83,333+767.1% | $135,375+433.8% |
| Participation rate | 81.8% | 80.4%+1.4pp | 77.8%+4.1pp | 82.6%-0.8pp |
| Annual return | -9.75% | 12.31%-22.1pp | 10.63%-20.4pp | 519.73%-529.5pp |
| Employer contribution / active EE | $13,972 | $4,143+237.3% | $3,379+313.6% | $4,779+192.4% |
| Participant deferral / active EE | $13,045 | $5,964+118.7% | $5,565+134.4% | $5,609+132.6% |
| Admin fee / account holder | $8,793 | $8,380+4.9% | $7,510+17.1% | $10,827-18.8% |