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 | $298,485 | $110,094+171.1% | $151,611+96.9% | $68,494+335.8% |
| Participation rate | 98.6% | 84.0%+14.7pp | 87.5%+11.1pp | 67.9%+30.7pp |
| Annual return | -21.66% | -10.12%-11.5pp | 3.33%-25.0pp | -7.84%-13.8pp |
| Employer contribution / active EE | $21,578 | $4,471+382.7% | $6,166+250.0% | $2,596+731.1% |
| Participant deferral / active EE | $20,150 | $6,527+208.7% | $8,363+140.9% | $4,027+400.3% |
| Admin fee / account holder | $5,923 | $7,719-23.3% | $11,616-49.0% | $5,403+9.6% |