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 | $306,626 | $90,503+238.8% | $78,689+289.7% | $273,961+11.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | -9.12% | 75.60%-84.7pp | 62.18%-71.3pp | 41.45%-50.6pp |
| Employer contribution / active EE | $4,764 | $3,176+50.0% | $2,851+67.1% | $4,869-2.2% |
| Participant deferral / active EE | $13,400 | $3,901+243.5% | $3,517+281.0% | $5,287+153.4% |
| Admin fee / account holder | $2,673 | $5,263-49.2% | $4,510-40.7% | $10,132-73.6% |