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 | $303,836 | $102,604+196.1% | $86,188+252.5% | $139,434+117.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | -4.59% | 1922.51%-1927.1pp | 1168.45%-1173.0pp | 372.94%-377.5pp |
| Employer contribution / active EE | $3,327 | $3,032+9.7% | $2,380+39.8% | $4,751-30.0% |
| Participant deferral / active EE | $3,806 | $4,676-18.6% | $3,985-4.5% | $6,710-43.3% |
| Admin fee / account holder | $9,149 | $8,657+5.7% | $6,852+33.5% | $11,403-19.8% |