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 | $320,763 | $135,952+135.9% | $123,892+158.9% | $273,961+17.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | -4.83% | 56.63%-61.5pp | 47.52%-52.3pp | 41.45%-46.3pp |
| Employer contribution / active EE | $6,475 | $5,170+25.2% | $4,617+40.2% | $4,869+33.0% |
| Participant deferral / active EE | $14,573 | $6,343+129.8% | $5,984+143.5% | $5,287+175.6% |
| Admin fee / account holder | $705 | $9,817-92.8% | $8,357-91.6% | $10,132-93.0% |