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 | $323,378 | $183,963+75.8% | $162,163+99.4% | $152,861+111.6% |
| Participation rate | 94.1% | 88.5%+5.6pp | 87.6%+6.6pp | 82.4%+11.7pp |
| Annual return | -1.84% | 150.76%-152.6pp | 115.59%-117.4pp | 345.32%-347.2pp |
| Employer contribution / active EE | $6,476 | $6,371+1.6% | $5,614+15.4% | $4,762+36.0% |
| Participant deferral / active EE | $5,083 | $8,034-36.7% | $7,298-30.3% | $5,850-13.1% |
| Admin fee / account holder | $110,582 | $13,121+742.8% | $10,843+919.9% | $11,596+853.6% |