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 9-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 | $340,781 | $105,998+221.5% | $92,233+269.5% | $147,584+130.9% |
| Participation rate | 85.7% | 80.4%+5.3pp | 76.5%+9.2pp | 82.8%+2.9pp |
| Annual return | 4.36% | 50.05%-45.7pp | 176.28%-171.9pp | 578.55%-574.2pp |
| Employer contribution / active EE | $4,393 | $4,333+1.4% | $3,679+19.4% | $4,876-9.9% |
| Participant deferral / active EE | $5,842 | $4,478+30.5% | $3,897+49.9% | $5,439+7.4% |
| Admin fee / account holder | $223,436 | $6,332+3428.5% | $5,194+4202.2% | $10,885+1952.6% |