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 | $322,194 | $81,900+293.4% | $119,609+169.4% | $68,494+370.4% |
| Participation rate | 96.4% | 71.9%+24.5pp | 79.3%+17.2pp | 67.9%+28.5pp |
| Annual return | -20.22% | -23.82%+3.6pp | -14.97%-5.2pp | -7.84%-12.4pp |
| Employer contribution / active EE | $2,828 | $2,693+5.0% | $4,232-33.2% | $2,596+8.9% |
| Participant deferral / active EE | $2,687 | $4,148-35.2% | $5,602-52.0% | $4,027-33.3% |
| Admin fee / account holder | $5,224 | $6,582-20.6% | $10,323-49.4% | $5,403-3.3% |