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 | $397,444 | $81,900+385.3% | $119,609+232.3% | $68,494+480.3% |
| Participation rate | 86.7% | 71.9%+14.8pp | 79.3%+7.4pp | 67.9%+18.8pp |
| Annual return | -18.93% | -23.82%+4.9pp | -14.97%-4.0pp | -7.84%-11.1pp |
| Employer contribution / active EE | $2,225 | $2,693-17.4% | $4,232-47.4% | $2,596-14.3% |
| Participant deferral / active EE | $5,796 | $4,148+39.7% | $5,602+3.5% | $4,027+43.9% |
| Admin fee / account holder | $56,671 | $6,582+761.0% | $10,323+449.0% | $5,403+948.9% |