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 | $338,886 | $150,440+125.3% | $136,294+148.6% | $147,584+129.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | -4.61% | 1049.08%-1053.7pp | 5155.94%-5160.6pp | 578.55%-583.2pp |
| Employer contribution / active EE | $8,066 | $5,256+53.5% | $4,695+71.8% | $4,876+65.4% |
| Participant deferral / active EE | $13,250 | $6,630+99.8% | $6,247+112.1% | $5,439+143.6% |
| Admin fee / account holder | $2,222 | $10,905-79.6% | $9,243-76.0% | $10,885-79.6% |