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 6-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 | $312,040 | $100,852+209.4% | $90,404+245.2% | $158,922+96.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | -2.13% | 1724.20%-1726.3pp | 1293.02%-1295.1pp | 302.83%-305.0pp |
| Employer contribution / active EE | $8,158 | $3,689+121.2% | $3,262+150.1% | $4,761+71.4% |
| Participant deferral / active EE | $13,217 | $4,348+204.0% | $3,963+233.5% | $5,982+120.9% |
| Admin fee / account holder | $1,192 | $6,501-81.7% | $5,611-78.7% | $11,246-89.4% |