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 | $379,076 | $133,958+183.0% | $112,228+237.8% | $134,475+181.9% |
| Participation rate | 70.0% | 78.6%-8.6pp | 75.1%-5.1pp | 81.2%-11.2pp |
| Annual return | -27.54% | 47.11%-74.7pp | 27.45%-55.0pp | 417.96%-445.5pp |
| Employer contribution / active EE | $5,542 | $4,038+37.2% | $3,635+52.5% | $4,740+16.9% |
| Participant deferral / active EE | $5,583 | $5,291+5.5% | $4,728+18.1% | $6,400-12.8% |
| Admin fee / account holder | $488 | $7,489-93.5% | $6,410-92.4% | $11,426-95.7% |