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 | $254,254 | $129,942+95.7% | $104,294+143.8% | $134,475+89.1% |
| Participation rate | 75.0% | 79.5%-4.5pp | 73.3%+1.7pp | 81.2%-6.2pp |
| Annual return | -23.02% | 42.03%-65.1pp | 24.61%-47.6pp | 417.96%-441.0pp |
| Employer contribution / active EE | $4,961 | $4,184+18.6% | $3,372+47.1% | $4,740+4.7% |
| Participant deferral / active EE | $11,571 | $5,588+107.1% | $4,625+150.2% | $6,400+80.8% |
| Admin fee / account holder | $127,415 | $9,323+1266.7% | $7,339+1636.0% | $11,426+1015.1% |