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 | $264,956 | $82,286+222.0% | $68,791+285.2% | $134,475+97.0% |
| Participation rate | 75.0% | 75.1%-0.1pp | 69.0%+6.0pp | 81.2%-6.2pp |
| Annual return | -20.69% | -2.19%-18.5pp | -6.38%-14.3pp | 417.96%-438.7pp |
| Employer contribution / active EE | $2,715 | $3,301-17.7% | $2,655+2.3% | $4,740-42.7% |
| Participant deferral / active EE | $4,784 | $4,739+1.0% | $3,941+21.4% | $6,400-25.2% |
| Admin fee / account holder | $6,642 | $6,481+2.5% | $4,932+34.7% | $11,426-41.9% |