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 | $420,139 | $140,940+198.1% | $112,229+274.4% | $139,434+201.3% |
| Participation rate | 81.3% | 79.2%+2.1pp | 72.4%+8.8pp | 80.3%+0.9pp |
| Annual return | -6.64% | 32.71%-39.3pp | 30.20%-36.8pp | 372.94%-379.6pp |
| Employer contribution / active EE | $3,360 | $4,283-21.6% | $3,430-2.1% | $4,751-29.3% |
| Participant deferral / active EE | $11,674 | $5,874+98.7% | $4,798+143.3% | $6,710+74.0% |
| Admin fee / account holder | $16,089 | $9,954+61.6% | $7,748+107.6% | $11,403+41.1% |