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 | $343,035 | $115,770+196.3% | $101,248+238.8% | $158,922+115.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 5.99% | 56.14%-50.1pp | 46.47%-40.5pp | 302.83%-296.8pp |
| Employer contribution / active EE | $8,762 | $4,175+109.9% | $3,660+139.4% | $4,761+84.0% |
| Participant deferral / active EE | $5,904 | $4,957+19.1% | $4,370+35.1% | $5,982-1.3% |
| Admin fee / account holder | $95,078 | $7,245+1212.3% | $5,945+1499.2% | $11,246+745.5% |