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 | $274,016 | $190,805+43.6% | $159,960+71.3% | $134,475+103.8% |
| Participation rate | 76.9% | 81.9%-5.0pp | 78.0%-1.0pp | 81.2%-4.3pp |
| Annual return | -23.45% | 552.23%-575.7pp | 408.60%-432.1pp | 417.96%-441.4pp |
| Employer contribution / active EE | $3,409 | $4,995-31.8% | $4,226-19.3% | $4,740-28.1% |
| Participant deferral / active EE | $11,175 | $6,923+61.4% | $6,182+80.8% | $6,400+74.6% |
| Admin fee / account holder | $7,602 | $10,471-27.4% | $8,698-12.6% | $11,426-33.5% |