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 | $360,577 | $167,307+115.5% | $143,757+150.8% | $134,475+168.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -25.60% | 0.46%-26.1pp | -0.04%-25.6pp | 417.96%-443.6pp |
| Employer contribution / active EE | $5,798 | $5,619+3.2% | $4,951+17.1% | $4,740+22.3% |
| Participant deferral / active EE | $14,155 | $6,446+119.6% | $5,637+151.1% | $6,400+121.2% |
| Admin fee / account holder | $3,466 | $18,088-80.8% | $14,673-76.4% | $11,426-69.7% |