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 | $368,306 | $96,956+279.9% | $70,014+426.0% | $273,961+34.4% |
| Participation rate | 83.3% | 77.1%+6.3pp | 71.8%+11.5pp | 83.0%+0.3pp |
| Annual return | -1.42% | 12.93%-14.3pp | 12.99%-14.4pp | 41.45%-42.9pp |
| Employer contribution / active EE | $28,746 | $3,316+766.9% | $2,338+1129.3% | $4,869+490.4% |
| Participant deferral / active EE | $0 | $3,744-100.0% | $2,931-100.0% | $5,287-100.0% |
| Admin fee / account holder | $297,674 | $7,934+3651.8% | $4,380+6695.8% | $10,132+2838.0% |