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 | $374,125 | $93,571+299.8% | $135,903+175.3% | $75,163+397.7% |
| Participation rate | 82.1% | 75.2%+7.0pp | 81.9%+0.2pp | 67.2%+15.0pp |
| Annual return | -2.21% | 30.90%-33.1pp | 68.23%-70.4pp | 160.62%-162.8pp |
| Employer contribution / active EE | $6,320 | $3,537+78.7% | $4,856+30.1% | $2,670+136.7% |
| Participant deferral / active EE | $13,217 | $6,404+106.4% | $7,758+70.4% | $4,125+220.4% |
| Admin fee / account holder | $44,941 | $6,975+544.3% | $10,762+317.6% | $5,651+695.3% |