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 | $352,336 | $167,484+110.4% | $151,611+132.4% | $134,475+162.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -30.47% | 7.80%-38.3pp | 3.33%-33.8pp | 417.96%-448.4pp |
| Employer contribution / active EE | $4,579 | $6,829-32.9% | $6,166-25.7% | $4,740-3.4% |
| Participant deferral / active EE | $15,990 | $8,986+77.9% | $8,363+91.2% | $6,400+149.8% |
| Admin fee / account holder | $5,854 | $13,783-57.5% | $11,616-49.6% | $11,426-48.8% |