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 | $251,837 | $167,484+50.4% | $151,611+66.1% | $134,475+87.3% |
| Participation rate | 81.8% | 88.4%-6.6pp | 87.5%-5.7pp | 81.2%+0.6pp |
| Annual return | -24.31% | 7.80%-32.1pp | 3.33%-27.6pp | 417.96%-442.3pp |
| Employer contribution / active EE | $2,264 | $6,829-66.8% | $6,166-63.3% | $4,740-52.2% |
| Participant deferral / active EE | $8,874 | $8,986-1.2% | $8,363+6.1% | $6,400+38.7% |
| Admin fee / account holder | $4,439 | $13,783-67.8% | $11,616-61.8% | $11,426-61.1% |