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 | $257,223 | $150,440+71.0% | $136,294+88.7% | $147,584+74.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | -2.93% | 1049.08%-1052.0pp | 5155.94%-5158.9pp | 578.55%-581.5pp |
| Employer contribution / active EE | $1,727 | $5,256-67.1% | $4,695-63.2% | $4,876-64.6% |
| Participant deferral / active EE | $8,817 | $6,630+33.0% | $6,247+41.1% | $5,439+62.1% |
| Admin fee / account holder | $2,443 | $10,905-77.6% | $9,243-73.6% | $10,885-77.6% |