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 | $254,693 | $77,899+227.0% | $149,673+70.2% | $75,163+238.9% |
| Participation rate | 85.7% | 65.6%+20.1pp | 78.8%+6.9pp | 67.2%+18.5pp |
| Annual return | -29.94% | 31.72%-61.7pp | 134.42%-164.4pp | 160.62%-190.6pp |
| Employer contribution / active EE | $4,917 | $3,137+56.7% | $4,818+2.1% | $2,670+84.2% |
| Participant deferral / active EE | $8,594 | $3,411+152.0% | $5,680+51.3% | $4,125+108.3% |
| Admin fee / account holder | $1,640 | $5,956-72.5% | $13,210-87.6% | $5,651-71.0% |