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 | $350,211 | $165,335+111.8% | $149,696+133.9% | $158,922+120.4% |
| Participation rate | 90.0% | 84.6%+5.4pp | 82.5%+7.5pp | 82.0%+8.0pp |
| Annual return | -7.19% | 348.15%-355.3pp | 276.60%-283.8pp | 302.83%-310.0pp |
| Employer contribution / active EE | $3,946 | $5,103-22.7% | $4,644-15.0% | $4,761-17.1% |
| Participant deferral / active EE | $8,980 | $7,181+25.0% | $6,842+31.2% | $5,982+50.1% |
| Admin fee / account holder | $3,423 | $10,807-68.3% | $9,309-63.2% | $11,246-69.6% |