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 | $966,451 | $142,344+579.0% | $119,609+708.0% | $134,475+618.7% |
| Participation rate | 77.8% | 82.8%-5.0pp | 79.3%-1.5pp | 81.2%-3.4pp |
| Annual return | -26.96% | -12.44%-14.5pp | -14.97%-12.0pp | 417.96%-444.9pp |
| Employer contribution / active EE | $3,549 | $5,222-32.0% | $4,232-16.1% | $4,740-25.1% |
| Participant deferral / active EE | $7,585 | $6,469+17.2% | $5,602+35.4% | $6,400+18.5% |
| Admin fee / account holder | $2,763 | $13,584-79.7% | $10,323-73.2% | $11,426-75.8% |