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 | $438,039 | $135,635+223.0% | $110,238+297.4% | $135,375+223.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -10.07% | 513.19%-523.3pp | 314.74%-324.8pp | 519.73%-529.8pp |
| Employer contribution / active EE | $6,214 | $4,906+26.7% | $3,826+62.4% | $4,779+30.0% |
| Participant deferral / active EE | $17,046 | $5,506+209.6% | $4,672+264.9% | $5,609+203.9% |
| Admin fee / account holder | $3,620 | $11,457-68.4% | $8,547-57.7% | $10,827-66.6% |