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 | $334,181 | $217,402+53.7% | $185,823+79.8% | $167,490+99.5% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | -2.28% | 148.36%-150.6pp | 122.05%-124.3pp | 478.56%-480.8pp |
| Employer contribution / active EE | $12,035 | $5,873+104.9% | $5,167+132.9% | $4,837+148.8% |
| Participant deferral / active EE | $10,291 | $6,356+61.9% | $5,568+84.8% | $6,341+62.3% |
| Admin fee / account holder | $517 | $19,811-97.4% | $16,237-96.8% | $12,309-95.8% |