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 | $282,620 | $102,966+174.5% | $90,281+213.0% | $152,861+84.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 4.36% | 95.16%-90.8pp | 78.10%-73.7pp | 345.32%-341.0pp |
| Employer contribution / active EE | $9,177 | $3,139+192.4% | $2,854+221.5% | $4,762+92.7% |
| Participant deferral / active EE | $22,256 | $4,281+419.8% | $3,885+472.8% | $5,850+280.4% |
| Admin fee / account holder | $769 | $6,171-87.5% | $5,351-85.6% | $11,596-93.4% |