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 | $274,304 | $71,883+281.6% | $86,677+216.5% | $68,494+300.5% |
| Participation rate | 92.8% | 72.2%+20.5pp | 76.6%+16.2pp | 67.9%+24.9pp |
| Annual return | -22.52% | 3.52%-26.0pp | 35.91%-58.4pp | -7.84%-14.7pp |
| Employer contribution / active EE | $4,586 | $2,173+111.1% | $2,836+61.7% | $2,596+76.6% |
| Participant deferral / active EE | $9,594 | $3,779+153.9% | $4,656+106.1% | $4,027+138.2% |
| Admin fee / account holder | $17,741 | $6,112+190.3% | $7,493+136.8% | $5,403+228.4% |