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 | $270,125 | $162,781+65.9% | $133,956+101.7% | $158,922+70.0% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | -6.19% | 41.94%-48.1pp | 45.09%-51.3pp | 302.83%-309.0pp |
| Employer contribution / active EE | $1,033 | $4,975-79.2% | $3,919-73.6% | $4,761-78.3% |
| Participant deferral / active EE | $4,722 | $5,911-20.1% | $5,048-6.5% | $5,982-21.1% |
| Admin fee / account holder | $1,603 | $11,736-86.3% | $8,927-82.0% | $11,246-85.7% |