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 | $299,572 | $92,222+224.8% | $76,768+290.2% | $135,375+121.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -10.24% | 5.46%-15.7pp | 2.43%-12.7pp | 519.73%-530.0pp |
| Employer contribution / active EE | $3,482 | $3,216+8.3% | $2,485+40.1% | $4,779-27.1% |
| Participant deferral / active EE | $8,658 | $4,509+92.0% | $3,852+124.8% | $5,609+54.4% |
| Admin fee / account holder | $32,433 | $10,748+201.8% | $6,675+385.9% | $10,827+199.6% |