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 | $409,364 | $209,411+95.5% | $178,490+129.3% | $158,922+157.6% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | -7.78% | 188.75%-196.5pp | 151.07%-158.9pp | 302.83%-310.6pp |
| Employer contribution / active EE | $9,878 | $5,706+73.1% | $5,011+97.1% | $4,761+107.5% |
| Participant deferral / active EE | $3,467 | $5,954-41.8% | $5,202-33.4% | $5,982-42.1% |
| Admin fee / account holder | $2,494 | $17,074-85.4% | $13,984-82.2% | $11,246-77.8% |