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 | $326,904 | $102,616+218.6% | $81,983+298.7% | $158,922+105.7% |
| Participation rate | 94.4% | 75.5%+18.9pp | 69.2%+25.2pp | 82.0%+12.5pp |
| Annual return | -2.25% | 61.04%-63.3pp | 41.31%-43.6pp | 302.83%-305.1pp |
| Employer contribution / active EE | $2,778 | $3,240-14.3% | $2,498+11.2% | $4,761-41.7% |
| Participant deferral / active EE | $4,259 | $4,648-8.4% | $3,722+14.4% | $5,982-28.8% |
| Admin fee / account holder | $2,014 | $8,235-75.5% | $5,664-64.4% | $11,246-82.1% |