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 | $293,685 | $71,883+308.6% | $86,677+238.8% | $68,494+328.8% |
| Participation rate | 92.7% | 72.2%+20.4pp | 76.6%+16.1pp | 67.9%+24.8pp |
| Annual return | -21.24% | 3.52%-24.8pp | 35.91%-57.1pp | -7.84%-13.4pp |
| Employer contribution / active EE | $7,074 | $2,173+225.6% | $2,836+149.4% | $2,596+172.5% |
| Participant deferral / active EE | $2,315 | $3,779-38.7% | $4,656-50.3% | $4,027-42.5% |
| Admin fee / account holder | $17,655 | $6,112+188.9% | $7,493+135.6% | $5,403+226.8% |