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 9-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 | $353,526 | $144,119+145.3% | $117,854+200.0% | $147,584+139.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 7.49% | 531.15%-523.7pp | 335.08%-327.6pp | 578.55%-571.1pp |
| Employer contribution / active EE | $12,271 | $4,896+150.6% | $3,786+224.1% | $4,876+151.6% |
| Participant deferral / active EE | $8,160 | $5,316+53.5% | $4,482+82.1% | $5,439+50.0% |
| Admin fee / account holder | $15,557 | $10,886+42.9% | $8,020+94.0% | $10,885+42.9% |