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 | $304,439 | $73,867+312.1% | $143,757+111.8% | $68,494+344.5% |
| Participation rate | 75.0% | 66.7%+8.3pp | 80.3%-5.3pp | 67.9%+7.1pp |
| Annual return | -19.73% | 1.01%-20.7pp | -0.04%-19.7pp | -7.84%-11.9pp |
| Employer contribution / active EE | $7,152 | $3,184+124.6% | $4,951+44.5% | $2,596+175.5% |
| Participant deferral / active EE | $6,817 | $3,384+101.4% | $5,637+20.9% | $4,027+69.3% |
| Admin fee / account holder | $6,873 | $5,755+19.4% | $14,673-53.2% | $5,403+27.2% |