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 | $317,750 | $159,901+98.7% | $146,958+116.2% | $145,922+117.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 5.26% | 98.13%-92.9pp | 418.34%-413.1pp | 561.29%-556.0pp |
| Employer contribution / active EE | $14,400 | $5,286+172.4% | $4,933+191.9% | $4,660+209.0% |
| Participant deferral / active EE | $7,202 | $8,428-14.5% | $8,070-10.8% | $6,688+7.7% |
| Admin fee / account holder | $1,202 | $15,044-92.0% | $12,998-90.8% | $13,397-91.0% |