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 | $435,292 | $159,901+172.2% | $146,958+196.2% | $145,922+198.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 2.97% | 98.13%-95.2pp | 418.34%-415.4pp | 561.29%-558.3pp |
| Employer contribution / active EE | $4,668 | $5,286-11.7% | $4,933-5.4% | $4,660+0.2% |
| Participant deferral / active EE | $21,842 | $8,428+159.2% | $8,070+170.7% | $6,688+226.6% |
| Admin fee / account holder | $1,897 | $15,044-87.4% | $12,998-85.4% | $13,397-85.8% |