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 | $376,873 | $183,963+104.9% | $162,163+132.4% | $152,861+146.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | -23.81% | 150.76%-174.6pp | 115.59%-139.4pp | 345.32%-369.1pp |
| Employer contribution / active EE | $8,934 | $6,371+40.2% | $5,614+59.1% | $4,762+87.6% |
| Participant deferral / active EE | $4,467 | $8,034-44.4% | $7,298-38.8% | $5,850-23.6% |
| Admin fee / account holder | $3,438 | $13,121-73.8% | $10,843-68.3% | $11,596-70.4% |