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 | $286,071 | $73,867+287.3% | $143,757+99.0% | $68,494+317.7% |
| Participation rate | 93.3% | 66.7%+26.7pp | 80.3%+13.0pp | 67.9%+25.4pp |
| Annual return | -23.07% | 1.01%-24.1pp | -0.04%-23.0pp | -7.84%-15.2pp |
| Employer contribution / active EE | $11,954 | $3,184+275.4% | $4,951+141.4% | $2,596+360.4% |
| Participant deferral / active EE | $8,714 | $3,384+157.5% | $5,637+54.6% | $4,027+116.4% |
| Admin fee / account holder | $1,875 | $5,755-67.4% | $14,673-87.2% | $5,403-65.3% |