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 | $257,563 | $81,900+214.5% | $119,609+115.3% | $68,494+276.0% |
| Participation rate | 85.3% | 71.9%+13.4pp | 79.3%+6.0pp | 67.9%+17.4pp |
| Annual return | -20.59% | -23.82%+3.2pp | -14.97%-5.6pp | -7.84%-12.7pp |
| Employer contribution / active EE | $1,185 | $2,693-56.0% | $4,232-72.0% | $2,596-54.4% |
| Participant deferral / active EE | $7,911 | $4,148+90.7% | $5,602+41.2% | $4,027+96.4% |
| Admin fee / account holder | $1,425 | $6,582-78.3% | $10,323-86.2% | $5,403-73.6% |