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 5-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 | $267,855 | $99,877+168.2% | $84,966+215.2% | $145,922+83.6% |
| Participation rate | 83.3% | 74.1%+9.2pp | 67.5%+15.8pp | 80.3%+3.1pp |
| Annual return | -8.65% | 83.76%-92.4pp | 66.38%-75.0pp | 561.29%-569.9pp |
| Employer contribution / active EE | $1,582 | $3,231-51.0% | $2,727-42.0% | $4,660-66.1% |
| Participant deferral / active EE | $1,731 | $5,291-67.3% | $4,519-61.7% | $6,688-74.1% |
| Admin fee / account holder | $3,245 | $7,248-55.2% | $6,149-47.2% | $13,397-75.8% |