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 | $356,084 | $185,822+91.6% | $169,993+109.5% | $139,434+155.4% |
| Participation rate | 80.0% | 87.8%-7.8pp | 87.0%-7.0pp | 80.3%-0.3pp |
| Annual return | -7.33% | 60.50%-67.8pp | 53.37%-60.7pp | 372.94%-380.3pp |
| Employer contribution / active EE | $1,816 | $7,590-76.1% | $6,785-73.2% | $4,751-61.8% |
| Participant deferral / active EE | $5,754 | $11,622-50.5% | $10,408-44.7% | $6,710-14.2% |
| Admin fee / account holder | $18,259 | $15,381+18.7% | $12,815+42.5% | $11,403+60.1% |