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 | $257,736 | $168,632+52.8% | $147,614+74.6% | $125,391+105.5% |
| Participation rate | 75.0% | 88.8%-13.8pp | 84.6%-9.6pp | 83.2%-8.2pp |
| Annual return | -8.91% | 77.65%-86.6pp | 61.98%-70.9pp | 282.22%-291.1pp |
| Employer contribution / active EE | $3,121 | $6,252-50.1% | $5,564-43.9% | $4,866-35.9% |
| Participant deferral / active EE | $12,263 | $5,507+122.7% | $4,895+150.5% | $5,352+129.1% |
| Admin fee / account holder | $15,333 | $13,580+12.9% | $11,611+32.1% | $9,540+60.7% |