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 | $265,277 | $175,202+51.4% | $149,673+77.2% | $139,434+90.3% |
| Participation rate | 90.9% | 83.4%+7.5pp | 78.8%+12.1pp | 80.3%+10.6pp |
| Annual return | -21.88% | 166.71%-188.6pp | 134.42%-156.3pp | 372.94%-394.8pp |
| Employer contribution / active EE | $10,547 | $5,474+92.7% | $4,818+118.9% | $4,751+122.0% |
| Participant deferral / active EE | $19,731 | $6,519+202.7% | $5,680+247.4% | $6,710+194.0% |
| Admin fee / account holder | $107,877 | $16,150+568.0% | $13,210+716.6% | $11,403+846.1% |