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 | $319,553 | $167,307+91.0% | $143,757+122.3% | $134,475+137.6% |
| Participation rate | 88.9% | 84.8%+4.1pp | 80.3%+8.6pp | 81.2%+7.7pp |
| Annual return | -26.46% | 0.46%-26.9pp | -0.04%-26.4pp | 417.96%-444.4pp |
| Employer contribution / active EE | $2,495 | $5,619-55.6% | $4,951-49.6% | $4,740-47.4% |
| Participant deferral / active EE | $8,088 | $6,446+25.5% | $5,637+43.5% | $6,400+26.4% |
| Admin fee / account holder | $5,085 | $18,088-71.9% | $14,673-65.3% | $11,426-55.5% |