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 | $338,842 | $110,094+207.8% | $151,611+123.5% | $68,494+394.7% |
| Participation rate | 90.6% | 84.0%+6.7pp | 87.5%+3.1pp | 67.9%+22.7pp |
| Annual return | -19.46% | -10.12%-9.3pp | 3.33%-22.8pp | -7.84%-11.6pp |
| Employer contribution / active EE | $1,936 | $4,471-56.7% | $6,166-68.6% | $2,596-25.4% |
| Participant deferral / active EE | $10,639 | $6,527+63.0% | $8,363+27.2% | $4,027+164.2% |
| Admin fee / account holder | $1,179 | $7,719-84.7% | $11,616-89.8% | $5,403-78.2% |