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 | $290,865 | $93,571+210.8% | $135,903+114.0% | $75,163+287.0% |
| Participation rate | 78.8% | 75.2%+3.6pp | 81.9%-3.1pp | 67.2%+11.6pp |
| Annual return | -3.01% | 30.90%-33.9pp | 68.23%-71.2pp | 160.62%-163.6pp |
| Employer contribution / active EE | $12,337 | $3,537+248.8% | $4,856+154.0% | $2,670+362.1% |
| Participant deferral / active EE | $0 | $6,404-100.0% | $7,758-100.0% | $4,125-100.0% |
| Admin fee / account holder | $4,659 | $6,975-33.2% | $10,762-56.7% | $5,651-17.5% |