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 8-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 | $468,830 | $167,307+180.2% | $143,757+226.1% | $134,475+248.6% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -27.92% | 0.46%-28.4pp | -0.04%-27.9pp | 417.96%-445.9pp |
| Employer contribution / active EE | $5,285 | $5,619-5.9% | $4,951+6.7% | $4,740+11.5% |
| Participant deferral / active EE | $10,250 | $6,446+59.0% | $5,637+81.8% | $6,400+60.2% |
| Admin fee / account holder | $5,248 | $18,088-71.0% | $14,673-64.2% | $11,426-54.1% |