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 | $434,759 | $142,344+205.4% | $119,609+263.5% | $134,475+223.3% |
| Participation rate | 75.0% | 82.8%-7.8pp | 79.3%-4.3pp | 81.2%-6.2pp |
| Annual return | -20.70% | -12.44%-8.3pp | -14.97%-5.7pp | 417.96%-438.7pp |
| Employer contribution / active EE | $21,935 | $5,222+320.0% | $4,232+418.3% | $4,740+362.8% |
| Participant deferral / active EE | $18,535 | $6,469+186.5% | $5,602+230.9% | $6,400+189.6% |
| Admin fee / account holder | $1,601 | $13,584-88.2% | $10,323-84.5% | $11,426-86.0% |