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 | $253,420 | $135,635+86.8% | $110,238+129.9% | $135,375+87.2% |
| Participation rate | 90.0% | 83.5%+6.5pp | 79.8%+10.2pp | 82.6%+7.4pp |
| Annual return | -13.66% | 513.19%-526.9pp | 314.74%-328.4pp | 519.73%-533.4pp |
| Employer contribution / active EE | $9,832 | $4,906+100.4% | $3,826+157.0% | $4,779+105.7% |
| Participant deferral / active EE | $11,081 | $5,506+101.2% | $4,672+137.2% | $5,609+97.6% |
| Admin fee / account holder | $2,498 | $11,457-78.2% | $8,547-70.8% | $10,827-76.9% |