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 9-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 | $432,808 | $175,202+147.0% | $149,673+189.2% | $139,434+210.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | -9.85% | 166.71%-176.6pp | 134.42%-144.3pp | 372.94%-382.8pp |
| Employer contribution / active EE | $26,715 | $5,474+388.0% | $4,818+454.5% | $4,751+462.3% |
| Participant deferral / active EE | $16,386 | $6,519+151.4% | $5,680+188.5% | $6,710+144.2% |
| Admin fee / account holder | $3,634 | $16,150-77.5% | $13,210-72.5% | $11,403-68.1% |