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 | $807,827 | $168,632+379.0% | $147,614+447.3% | $125,391+544.2% |
| Participation rate | 83.3% | 88.8%-5.4pp | 84.6%-1.3pp | 83.2%+0.1pp |
| Annual return | -7.73% | 77.65%-85.4pp | 61.98%-69.7pp | 282.22%-290.0pp |
| Employer contribution / active EE | $29,167 | $6,252+366.5% | $5,564+424.2% | $4,866+499.4% |
| Participant deferral / active EE | $20,000 | $5,507+263.2% | $4,895+308.6% | $5,352+273.7% |
| Admin fee / account holder | $2,576 | $13,580-81.0% | $11,611-77.8% | $9,540-73.0% |