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 | $258,588 | $167,307+54.6% | $143,757+79.9% | $134,475+92.3% |
| Participation rate | 72.2% | 84.8%-12.6pp | 80.3%-8.1pp | 81.2%-9.0pp |
| Annual return | -26.50% | 0.46%-27.0pp | -0.04%-26.5pp | 417.96%-444.5pp |
| Employer contribution / active EE | $6,675 | $5,619+18.8% | $4,951+34.8% | $4,740+40.8% |
| Participant deferral / active EE | $2,930 | $6,446-54.5% | $5,637-48.0% | $6,400-54.2% |
| Admin fee / account holder | $3,633 | $18,088-79.9% | $14,673-75.2% | $11,426-68.2% |