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 | $297,744 | $93,024+220.1% | $77,024+286.6% | $134,475+121.4% |
| Participation rate | 75.0% | 74.5%+0.5pp | 67.9%+7.1pp | 81.2%-6.2pp |
| Annual return | -22.63% | 62.60%-85.2pp | 42.32%-64.9pp | 417.96%-440.6pp |
| Employer contribution / active EE | $1,657 | $3,418-51.5% | $2,812-41.1% | $4,740-65.1% |
| Participant deferral / active EE | $12,047 | $5,238+130.0% | $4,426+172.2% | $6,400+88.2% |
| Admin fee / account holder | $3,096 | $6,944-55.4% | $5,425-42.9% | $11,426-72.9% |