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 | $311,363 | $73,867+321.5% | $143,757+116.6% | $68,494+354.6% |
| Participation rate | 93.9% | 66.7%+27.3pp | 80.3%+13.6pp | 67.9%+26.1pp |
| Annual return | -21.97% | 1.01%-23.0pp | -0.04%-21.9pp | -7.84%-14.1pp |
| Employer contribution / active EE | $15,687 | $3,184+392.7% | $4,951+216.9% | $2,596+504.2% |
| Participant deferral / active EE | $7,842 | $3,384+131.7% | $5,637+39.1% | $4,027+94.7% |
| Admin fee / account holder | $6,801 | $5,755+18.2% | $14,673-53.7% | $5,403+25.9% |