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 | $314,850 | $167,307+88.2% | $143,757+119.0% | $134,475+134.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -24.63% | 0.46%-25.1pp | -0.04%-24.6pp | 417.96%-442.6pp |
| Employer contribution / active EE | $8,221 | $5,619+46.3% | $4,951+66.0% | $4,740+73.5% |
| Participant deferral / active EE | $6,422 | $6,446-0.4% | $5,637+13.9% | $6,400+0.3% |
| Admin fee / account holder | $3,972 | $18,088-78.0% | $14,673-72.9% | $11,426-65.2% |