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 | $301,342 | $94,529+218.8% | $140,016+115.2% | $64,186+369.5% |
| Participation rate | 93.8% | 84.1%+9.7pp | 87.5%+6.3pp | 69.6%+24.2pp |
| Annual return | -7.41% | 7.77%-15.2pp | 651.12%-658.5pp | 7.63%-15.0pp |
| Employer contribution / active EE | $5,279 | $3,812+38.5% | $5,606-5.8% | $2,381+121.7% |
| Participant deferral / active EE | $16,353 | $5,250+211.5% | $6,927+136.1% | $3,470+371.3% |
| Admin fee / account holder | $2,513 | $6,741-62.7% | $10,705-76.5% | $4,888-48.6% |