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 | $383,969 | $72,177+432.0% | $115,037+233.8% | $59,632+543.9% |
| Participation rate | 94.7% | 72.6%+22.2pp | 81.4%+13.4pp | 68.7%+26.1pp |
| Annual return | -2.91% | 12.02%-14.9pp | 26.14%-29.1pp | 2041.28%-2044.2pp |
| Employer contribution / active EE | $913 | $2,841-67.9% | $4,608-80.2% | $2,203-58.6% |
| Participant deferral / active EE | $7,700 | $4,783+61.0% | $6,026+27.8% | $3,192+141.3% |
| Admin fee / account holder | $8,006 | $4,927+62.5% | $8,175-2.1% | $4,297+86.3% |