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 7-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 | $488,486 | $121,625+301.6% | $104,607+367.0% | $158,922+207.4% |
| Participation rate | 75.0% | 77.5%-2.5pp | 74.1%+0.9pp | 82.0%-7.0pp |
| Annual return | -15.46% | 465.26%-480.7pp | 340.46%-355.9pp | 302.83%-318.3pp |
| Employer contribution / active EE | $1,894 | $3,163-40.1% | $2,681-29.3% | $4,761-60.2% |
| Participant deferral / active EE | $2,461 | $4,177-41.1% | $3,740-34.2% | $5,982-58.9% |
| Admin fee / account holder | $323 | $7,787-95.9% | $6,473-95.0% | $11,246-97.1% |