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 | $258,724 | $76,000+240.4% | $154,107+67.9% | $64,186+303.1% |
| Participation rate | 73.3% | 70.4%+2.9pp | 83.0%-9.7pp | 69.6%+3.8pp |
| Annual return | -13.10% | 30.32%-43.4pp | 735.12%-748.2pp | 7.63%-20.7pp |
| Employer contribution / active EE | $2,513 | $3,351-25.0% | $5,298-52.6% | $2,381+5.6% |
| Participant deferral / active EE | $6,835 | $3,175+115.3% | $5,081+34.5% | $3,470+97.0% |
| Admin fee / account holder | $5,947 | $5,596+6.3% | $13,411-55.7% | $4,888+21.7% |