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 | $293,654 | $108,919+169.6% | $100,391+192.5% | $145,922+101.2% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 5.89% | 57.88%-52.0pp | 49.20%-43.3pp | 561.29%-555.4pp |
| Employer contribution / active EE | $6,995 | $4,419+58.3% | $3,942+77.5% | $4,660+50.1% |
| Participant deferral / active EE | $11,252 | $8,445+33.2% | $8,082+39.2% | $6,688+68.2% |
| Admin fee / account holder | $60,968 | $9,689+529.3% | $7,899+671.8% | $13,397+355.1% |