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 | $309,210 | $148,534+108.2% | $135,903+127.5% | $139,434+121.8% |
| Participation rate | 94.7% | 83.9%+10.9pp | 81.9%+12.8pp | 80.3%+14.4pp |
| Annual return | -1.23% | 79.19%-80.4pp | 68.23%-69.5pp | 372.94%-374.2pp |
| Employer contribution / active EE | $2,916 | $5,243-44.4% | $4,856-39.9% | $4,751-38.6% |
| Participant deferral / active EE | $8,895 | $8,100+9.8% | $7,758+14.7% | $6,710+32.6% |
| Admin fee / account holder | $5,773 | $12,400-53.4% | $10,762-46.4% | $11,403-49.4% |