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 | $289,255 | $209,411+38.1% | $178,490+62.1% | $158,922+82.0% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 0.52% | 188.75%-188.2pp | 151.07%-150.5pp | 302.83%-302.3pp |
| Employer contribution / active EE | $3,267 | $5,706-42.8% | $5,011-34.8% | $4,761-31.4% |
| Participant deferral / active EE | $10,538 | $5,954+77.0% | $5,202+102.6% | $5,982+76.2% |
| Admin fee / account holder | $305 | $17,074-98.2% | $13,984-97.8% | $11,246-97.3% |