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 5-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 | $311,574 | $101,724+206.3% | $164,813+89.0% | $80,856+285.3% |
| Participation rate | 96.1% | 71.8%+24.2pp | 78.6%+17.5pp | 67.6%+28.4pp |
| Annual return | -11.78% | 16.72%-28.5pp | 69.93%-81.7pp | 35.59%-47.4pp |
| Employer contribution / active EE | $21,474 | $2,953+627.1% | $4,341+394.7% | $2,755+679.5% |
| Participant deferral / active EE | $0 | $4,477-100.0% | $6,031-100.0% | $4,296-100.0% |
| Admin fee / account holder | $5,332 | $8,227-35.2% | $12,690-58.0% | $6,918-22.9% |