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 | $346,539 | $118,680+192.0% | $98,907+250.4% | $158,922+118.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | -7.82% | 372.35%-380.2pp | 196.43%-204.3pp | 302.83%-310.6pp |
| Employer contribution / active EE | $3,852 | $3,333+15.6% | $2,689+43.2% | $4,761-19.1% |
| Participant deferral / active EE | $12,775 | $5,088+151.1% | $4,244+201.0% | $5,982+113.6% |
| Admin fee / account holder | $1,072 | $10,131-89.4% | $6,642-83.9% | $11,246-90.5% |