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 | $328,809 | $209,411+57.0% | $178,490+84.2% | $158,922+106.9% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 2.21% | 188.75%-186.5pp | 151.07%-148.9pp | 302.83%-300.6pp |
| Employer contribution / active EE | $9,600 | $5,706+68.2% | $5,011+91.6% | $4,761+101.6% |
| Participant deferral / active EE | $6,134 | $5,954+3.0% | $5,202+17.9% | $5,982+2.5% |
| Admin fee / account holder | $23,184 | $17,074+35.8% | $13,984+65.8% | $11,246+106.2% |