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 | $410,393 | $167,307+145.3% | $143,757+185.5% | $134,475+205.2% |
| Participation rate | 84.2% | 84.8%-0.6pp | 80.3%+3.9pp | 81.2%+3.0pp |
| Annual return | -23.49% | 0.46%-23.9pp | -0.04%-23.4pp | 417.96%-441.5pp |
| Employer contribution / active EE | $4,118 | $5,619-26.7% | $4,951-16.8% | $4,740-13.1% |
| Participant deferral / active EE | $5,556 | $6,446-13.8% | $5,637-1.4% | $6,400-13.2% |
| Admin fee / account holder | $4,597 | $18,088-74.6% | $14,673-68.7% | $11,426-59.8% |