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 | $353,028 | $159,901+120.8% | $146,958+140.2% | $145,922+141.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 7.10% | 98.13%-91.0pp | 418.34%-411.2pp | 561.29%-554.2pp |
| Employer contribution / active EE | $5,288 | $5,2860% | $4,933+7.2% | $4,660+13.5% |
| Participant deferral / active EE | $17,692 | $8,428+109.9% | $8,070+119.2% | $6,688+164.6% |
| Admin fee / account holder | $825 | $15,044-94.5% | $12,998-93.7% | $13,397-93.8% |