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 | $414,906 | $209,336+98.2% | $197,124+110.5% | $137,256+202.3% |
| Participation rate | 92.9% | 87.3%+5.6pp | 86.7%+6.1pp | 80.0%+12.9pp |
| Annual return | -32.83% | 48.09%-80.9pp | 44.34%-77.2pp | 220.34%-253.2pp |
| Employer contribution / active EE | $2,688 | $6,591-59.2% | $6,227-56.8% | $4,156-35.3% |
| Participant deferral / active EE | $15,737 | $9,614+63.7% | $9,135+72.3% | $6,407+145.6% |
| Admin fee / account holder | $10,434 | $17,308-39.7% | $16,298-36.0% | $12,270-15.0% |