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 | $294,913 | $64,707+355.8% | $112,228+162.8% | $68,494+330.6% |
| Participation rate | 71.9% | 67.2%+4.7pp | 75.1%-3.2pp | 67.9%+4.0pp |
| Annual return | -20.00% | -11.40%-8.6pp | 27.45%-47.4pp | -7.84%-12.2pp |
| Employer contribution / active EE | $3,625 | $2,746+32.0% | $3,635-0.3% | $2,596+39.6% |
| Participant deferral / active EE | $6,360 | $3,565+78.4% | $4,728+34.5% | $4,027+57.9% |
| Admin fee / account holder | $2,003 | $5,232-61.7% | $6,410-68.8% | $5,403-62.9% |