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 | $308,389 | $167,307+84.3% | $143,757+114.5% | $134,475+129.3% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -26.07% | 0.46%-26.5pp | -0.04%-26.0pp | 417.96%-444.0pp |
| Employer contribution / active EE | $10,913 | $5,619+94.2% | $4,951+120.4% | $4,740+130.2% |
| Participant deferral / active EE | $6,750 | $6,446+4.7% | $5,637+19.7% | $6,400+5.5% |
| Admin fee / account holder | $18,089 | $18,0880% | $14,673+23.3% | $11,426+58.3% |