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 | $308,809 | $159,901+93.1% | $146,958+110.1% | $145,922+111.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 4.80% | 98.13%-93.3pp | 418.34%-413.5pp | 561.29%-556.5pp |
| Employer contribution / active EE | $4,680 | $5,286-11.5% | $4,933-5.1% | $4,660+0.4% |
| Participant deferral / active EE | $6,480 | $8,428-23.1% | $8,070-19.7% | $6,688-3.1% |
| Admin fee / account holder | $3,100 | $15,044-79.4% | $12,998-76.2% | $13,397-76.9% |