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 5-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 | $316,680 | $176,056+79.9% | $159,436+98.6% | $167,490+89.1% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 5.92% | 331.75%-325.8pp | 263.57%-257.6pp | 478.56%-472.6pp |
| Employer contribution / active EE | $5,029 | $5,297-5.1% | $4,829+4.1% | $4,837+4.0% |
| Participant deferral / active EE | $12,723 | $7,750+64.2% | $7,352+73.1% | $6,341+100.6% |
| Admin fee / account holder | $76,517 | $12,554+509.5% | $10,799+608.6% | $12,309+521.6% |