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 | $325,169 | $167,307+94.4% | $143,757+126.2% | $134,475+141.8% |
| Participation rate | 87.5% | 84.8%+2.7pp | 80.3%+7.2pp | 81.2%+6.3pp |
| Annual return | -22.34% | 0.46%-22.8pp | -0.04%-22.3pp | 417.96%-440.3pp |
| Employer contribution / active EE | $13,219 | $5,619+135.2% | $4,951+167.0% | $4,740+178.9% |
| Participant deferral / active EE | $9,067 | $6,446+40.7% | $5,637+60.9% | $6,400+41.7% |
| Admin fee / account holder | $14,205 | $18,088-21.5% | $14,673-3.2% | $11,426+24.3% |