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 | $335,168 | $167,307+100.3% | $143,757+133.1% | $134,475+149.2% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -24.77% | 0.46%-25.2pp | -0.04%-24.7pp | 417.96%-442.7pp |
| Employer contribution / active EE | $1,801 | $5,619-67.9% | $4,951-63.6% | $4,740-62.0% |
| Participant deferral / active EE | $14,570 | $6,446+126.0% | $5,637+158.5% | $6,400+127.7% |
| Admin fee / account holder | $10,407 | $18,088-42.5% | $14,673-29.1% | $11,426-8.9% |