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 | $419,095 | $85,202+391.9% | $172,739+142.6% | $72,985+474.2% |
| Participation rate | 92.9% | 70.1%+22.8pp | 82.6%+10.2pp | 69.5%+23.4pp |
| Annual return | -2.66% | 27.32%-30.0pp | 802.84%-805.5pp | 81.00%-83.7pp |
| Employer contribution / active EE | $3,403 | $3,324+2.4% | $5,143-33.8% | $2,440+39.5% |
| Participant deferral / active EE | $1,846 | $3,260-43.4% | $5,198-64.5% | $3,607-48.8% |
| Admin fee / account holder | $15,005 | $5,884+155.0% | $13,954+7.5% | $5,124+192.8% |