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 | $341,812 | $210,648+62.3% | $177,989+92.0% | $145,922+134.2% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 3.48% | 385.86%-382.4pp | 294.48%-291.0pp | 561.29%-557.8pp |
| Employer contribution / active EE | $7,370 | $4,565+61.5% | $3,949+86.6% | $4,660+58.2% |
| Participant deferral / active EE | $15,534 | $6,958+123.3% | $6,276+147.5% | $6,688+132.3% |
| Admin fee / account holder | $767 | $12,013-93.6% | $10,363-92.6% | $13,397-94.3% |