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 | $258,516 | $55,415+366.5% | $155,509+66.2% | $74,495+247.0% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | -1.18% | 268.50%-269.7pp | 64.67%-65.8pp | 1364.94%-1366.1pp |
| Employer contribution / active EE | $5,387 | $2,267+137.6% | $4,672+15.3% | $2,623+105.4% |
| Participant deferral / active EE | $3,566 | $2,836+25.7% | $5,626-36.6% | $4,346-17.9% |
| Admin fee / account holder | $572 | $1,738-67.1% | $15,912-96.4% | $1,942-70.6% |