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 | $318,970 | $71,883+343.7% | $86,677+268.0% | $68,494+365.7% |
| Participation rate | 79.5% | 72.2%+7.2pp | 76.6%+2.9pp | 67.9%+11.6pp |
| Annual return | -23.02% | 3.52%-26.5pp | 35.91%-58.9pp | -7.84%-15.2pp |
| Employer contribution / active EE | $4,731 | $2,173+117.7% | $2,836+66.8% | $2,596+82.2% |
| Participant deferral / active EE | $11,827 | $3,779+213.0% | $4,656+154.0% | $4,027+193.7% |
| Admin fee / account holder | $8,097 | $6,112+32.5% | $7,493+8.1% | $5,403+49.9% |