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 | $326,112 | $56,357+478.7% | $104,294+212.7% | $68,494+376.1% |
| Participation rate | 92.0% | 63.3%+28.7pp | 73.3%+18.7pp | 67.9%+24.1pp |
| Annual return | -25.05% | -9.19%-15.9pp | 24.61%-49.7pp | -7.84%-17.2pp |
| Employer contribution / active EE | $6,000 | $1,960+206.1% | $3,372+78.0% | $2,596+131.1% |
| Participant deferral / active EE | $0 | $3,077-100.0% | $4,625-100.0% | $4,027-100.0% |
| Admin fee / account holder | $2,002 | $4,903-59.2% | $7,339-72.7% | $5,403-63.0% |