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 | $476,245 | $167,307+184.7% | $143,757+231.3% | $134,475+254.2% |
| Participation rate | 71.4% | 84.8%-13.4pp | 80.3%-8.9pp | 81.2%-9.8pp |
| Annual return | -24.57% | 0.46%-25.0pp | -0.04%-24.5pp | 417.96%-442.5pp |
| Employer contribution / active EE | $1,627 | $5,619-71.0% | $4,951-67.1% | $4,740-65.7% |
| Participant deferral / active EE | $2,196 | $6,446-65.9% | $5,637-61.0% | $6,400-65.7% |
| Admin fee / account holder | $8,800 | $18,088-51.3% | $14,673-40.0% | $11,426-23.0% |