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 4-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 | $340,993 | $105,860+222.1% | $90,749+275.8% | $134,475+153.6% |
| Participation rate | 72.2% | 78.2%-6.0pp | 75.7%-3.5pp | 81.2%-9.0pp |
| Annual return | -21.43% | -11.01%-10.4pp | -12.16%-9.3pp | 417.96%-439.4pp |
| Employer contribution / active EE | $2,330 | $3,462-32.7% | $2,921-20.2% | $4,740-50.8% |
| Participant deferral / active EE | $4,321 | $5,216-17.2% | $4,564-5.3% | $6,400-32.5% |
| Admin fee / account holder | $15,685 | $13,938+12.5% | $8,445+85.7% | $11,426+37.3% |