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 | $328,450 | $77,899+321.6% | $149,673+119.4% | $75,163+337.0% |
| Participation rate | 75.0% | 65.6%+9.4pp | 78.8%-3.8pp | 67.2%+7.8pp |
| Annual return | -5.81% | 31.72%-37.5pp | 134.42%-140.2pp | 160.62%-166.4pp |
| Employer contribution / active EE | $3,177 | $3,137+1.3% | $4,818-34.1% | $2,670+19.0% |
| Participant deferral / active EE | $6,891 | $3,411+102.0% | $5,680+21.3% | $4,125+67.1% |
| Admin fee / account holder | $2,183 | $5,956-63.3% | $13,210-83.5% | $5,651-61.4% |