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 | $299,692 | $209,411+43.1% | $178,490+67.9% | $158,922+88.6% |
| Participation rate | 75.0% | 86.3%-11.3pp | 81.9%-6.9pp | 82.0%-7.0pp |
| Annual return | -2.97% | 188.75%-191.7pp | 151.07%-154.0pp | 302.83%-305.8pp |
| Employer contribution / active EE | $7,729 | $5,706+35.4% | $5,011+54.3% | $4,761+62.3% |
| Participant deferral / active EE | $5,544 | $5,954-6.9% | $5,202+6.6% | $5,982-7.3% |
| Admin fee / account holder | $2,805 | $17,074-83.6% | $13,984-79.9% | $11,246-75.1% |