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 | $283,281 | $82,664+242.7% | $125,339+126.0% | $68,494+313.6% |
| Participation rate | 92.7% | 75.0%+17.6pp | 82.4%+10.3pp | 67.9%+24.8pp |
| Annual return | -22.61% | -5.97%-16.6pp | 572.05%-594.7pp | -7.84%-14.8pp |
| Employer contribution / active EE | $7,317 | $3,381+116.4% | $4,814+52.0% | $2,596+181.8% |
| Participant deferral / active EE | $9,856 | $6,110+61.3% | $7,446+32.4% | $4,027+144.7% |
| Admin fee / account holder | $6,096 | $6,275-2.9% | $10,010-39.1% | $5,403+12.8% |