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 | $308,350 | $131,829+133.9% | $108,579+184.0% | $273,961+12.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | -1.91% | -91.57%+89.7pp | -51.70%+49.8pp | 41.45%-43.4pp |
| Employer contribution / active EE | $5,920 | $4,912+20.5% | $3,758+57.5% | $4,869+21.6% |
| Participant deferral / active EE | $10,620 | $5,127+107.1% | $4,311+146.4% | $5,287+100.9% |
| Admin fee / account holder | $2,193 | $10,252-78.6% | $7,645-71.3% | $10,132-78.4% |