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 | $282,401 | $64,707+336.4% | $112,228+151.6% | $68,494+312.3% |
| Participation rate | 93.9% | 67.2%+26.8pp | 75.1%+18.9pp | 67.9%+26.1pp |
| Annual return | -21.03% | -11.40%-9.6pp | 27.45%-48.5pp | -7.84%-13.2pp |
| Employer contribution / active EE | $5,203 | $2,746+89.5% | $3,635+43.2% | $2,596+100.4% |
| Participant deferral / active EE | $14,277 | $3,565+300.5% | $4,728+202.0% | $4,027+254.5% |
| Admin fee / account holder | $2,046 | $5,232-60.9% | $6,410-68.1% | $5,403-62.1% |