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 | $360,540 | $72,404+398.0% | $110,238+227.1% | $64,186+461.7% |
| Participation rate | 72.4% | 73.3%-0.9pp | 79.8%-7.4pp | 69.6%+2.8pp |
| Annual return | -7.89% | -6.29%-1.6pp | 314.74%-322.6pp | 7.63%-15.5pp |
| Employer contribution / active EE | $3,325 | $2,282+45.7% | $3,826-13.1% | $2,381+39.7% |
| Participant deferral / active EE | $8,133 | $3,469+134.4% | $4,672+74.1% | $3,470+134.4% |
| Admin fee / account holder | $2,156 | $5,664-61.9% | $8,547-74.8% | $4,888-55.9% |