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 | $264,709 | $167,484+58.1% | $151,611+74.6% | $134,475+96.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -29.02% | 7.80%-36.8pp | 3.33%-32.4pp | 417.96%-447.0pp |
| Employer contribution / active EE | $12,009 | $6,829+75.8% | $6,166+94.8% | $4,740+153.4% |
| Participant deferral / active EE | $17,300 | $8,986+92.5% | $8,363+106.9% | $6,400+170.3% |
| Admin fee / account holder | $879 | $13,783-93.6% | $11,616-92.4% | $11,426-92.3% |