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 | $255,381 | $185,822+37.4% | $169,993+50.2% | $139,434+83.2% |
| Participation rate | 81.0% | 87.8%-6.8pp | 87.0%-6.0pp | 80.3%+0.6pp |
| Annual return | -7.89% | 60.50%-68.4pp | 53.37%-61.3pp | 372.94%-380.8pp |
| Employer contribution / active EE | $3,255 | $7,590-57.1% | $6,785-52.0% | $4,751-31.5% |
| Participant deferral / active EE | $10,563 | $11,622-9.1% | $10,408+1.5% | $6,710+57.4% |
| Admin fee / account holder | $7,215 | $15,381-53.1% | $12,815-43.7% | $11,403-36.7% |