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 | $259,170 | $95,862+170.4% | $79,550+225.8% | $134,475+92.7% |
| Participation rate | 87.5% | 75.0%+12.5pp | 69.5%+18.0pp | 81.2%+6.3pp |
| Annual return | -21.86% | -2.69%-19.2pp | 0.16%-22.0pp | 417.96%-439.8pp |
| Employer contribution / active EE | $2,756 | $3,128-11.9% | $2,413+14.2% | $4,740-41.9% |
| Participant deferral / active EE | $2,756 | $4,693-41.3% | $3,985-30.9% | $6,400-56.9% |
| Admin fee / account holder | $593 | $9,126-93.5% | $6,832-91.3% | $11,426-94.8% |