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 | $404,909 | $167,307+142.0% | $143,757+181.7% | $134,475+201.1% |
| Participation rate | 87.5% | 84.8%+2.7pp | 80.3%+7.2pp | 81.2%+6.3pp |
| Annual return | -20.58% | 0.46%-21.0pp | -0.04%-20.5pp | 417.96%-438.5pp |
| Employer contribution / active EE | $8,414 | $5,619+49.7% | $4,951+69.9% | $4,740+77.5% |
| Participant deferral / active EE | $8,748 | $6,446+35.7% | $5,637+55.2% | $6,400+36.7% |
| Admin fee / account holder | $1,716 | $18,088-90.5% | $14,673-88.3% | $11,426-85.0% |