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 | $304,923 | $167,484+82.1% | $151,611+101.1% | $134,475+126.8% |
| Participation rate | 93.8% | 88.4%+5.4pp | 87.5%+6.3pp | 81.2%+12.5pp |
| Annual return | -23.10% | 7.80%-30.9pp | 3.33%-26.4pp | 417.96%-441.1pp |
| Employer contribution / active EE | $11,647 | $6,829+70.5% | $6,166+88.9% | $4,740+145.7% |
| Participant deferral / active EE | $16,618 | $8,986+84.9% | $8,363+98.7% | $6,400+159.7% |
| Admin fee / account holder | $975 | $13,783-92.9% | $11,616-91.6% | $11,426-91.5% |