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 | $270,245 | $167,307+61.5% | $143,757+88.0% | $134,475+101.0% |
| Participation rate | 70.8% | 84.8%-14.0pp | 80.3%-9.5pp | 81.2%-10.4pp |
| Annual return | -25.64% | 0.46%-26.1pp | -0.04%-25.6pp | 417.96%-443.6pp |
| Employer contribution / active EE | $8,368 | $5,619+48.9% | $4,951+69.0% | $4,740+76.6% |
| Participant deferral / active EE | $7,871 | $6,446+22.1% | $5,637+39.6% | $6,400+23.0% |
| Admin fee / account holder | $8,692 | $18,088-51.9% | $14,673-40.8% | $11,426-23.9% |