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 | $273,768 | $176,056+55.5% | $159,436+71.7% | $167,490+63.5% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | -10.86% | 331.75%-342.6pp | 263.57%-274.4pp | 478.56%-489.4pp |
| Employer contribution / active EE | $26,273 | $5,297+396.0% | $4,829+444.0% | $4,837+443.1% |
| Participant deferral / active EE | $3,979 | $7,750-48.7% | $7,352-45.9% | $6,341-37.3% |
| Admin fee / account holder | $12,238 | $12,554-2.5% | $10,799+13.3% | $12,309-0.6% |