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 | $319,836 | $73,867+333.0% | $143,757+122.5% | $68,494+367.0% |
| Participation rate | 87.5% | 66.7%+20.8pp | 80.3%+7.2pp | 67.9%+19.6pp |
| Annual return | -19.49% | 1.01%-20.5pp | -0.04%-19.5pp | -7.84%-11.6pp |
| Employer contribution / active EE | $15,276 | $3,184+379.8% | $4,951+208.6% | $2,596+488.4% |
| Participant deferral / active EE | $7,685 | $3,384+127.1% | $5,637+36.3% | $4,027+90.8% |
| Admin fee / account holder | $2,809 | $5,755-51.2% | $14,673-80.9% | $5,403-48.0% |