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 | $398,335 | $159,901+149.1% | $146,958+171.1% | $145,922+173.0% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.1pp |
| Annual return | 2.92% | 98.13%-95.2pp | 418.34%-415.4pp | 561.29%-558.4pp |
| Employer contribution / active EE | $8,240 | $5,286+55.9% | $4,933+67.0% | $4,660+76.8% |
| Participant deferral / active EE | $10,348 | $8,428+22.8% | $8,070+28.2% | $6,688+54.7% |
| Admin fee / account holder | $11,636 | $15,044-22.7% | $12,998-10.5% | $13,397-13.1% |