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 | $260,127 | $142,344+82.7% | $119,609+117.5% | $134,475+93.4% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -22.42% | -12.44%-10.0pp | -14.97%-7.4pp | 417.96%-440.4pp |
| Employer contribution / active EE | $5,069 | $5,222-2.9% | $4,232+19.8% | $4,740+6.9% |
| Participant deferral / active EE | $5,069 | $6,469-21.6% | $5,602-9.5% | $6,400-20.8% |
| Admin fee / account holder | $6,753 | $13,584-50.3% | $10,323-34.6% | $11,426-40.9% |