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 | $311,917 | $91,538+240.7% | $129,995+139.9% | $75,163+315.0% |
| Participation rate | 75.9% | 71.4%+4.4pp | 78.5%-2.6pp | 67.2%+8.7pp |
| Annual return | 6.66% | -631.11%+637.8pp | -137.18%+143.8pp | 160.62%-154.0pp |
| Employer contribution / active EE | $2,559 | $2,845-10.1% | $4,320-40.8% | $2,670-4.2% |
| Participant deferral / active EE | $10,107 | $4,341+132.8% | $5,820+73.7% | $4,125+145.0% |
| Admin fee / account holder | $7,855 | $6,790+15.7% | $10,614-26.0% | $5,651+39.0% |