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 8-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 | $369,489 | $210,648+75.4% | $177,989+107.6% | $145,922+153.2% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 5.94% | 385.86%-379.9pp | 294.48%-288.5pp | 561.29%-555.3pp |
| Employer contribution / active EE | $22,500 | $4,565+392.9% | $3,949+469.8% | $4,660+382.9% |
| Participant deferral / active EE | $21,156 | $6,958+204.1% | $6,276+237.1% | $6,688+216.3% |
| Admin fee / account holder | $1,260 | $12,013-89.5% | $10,363-87.8% | $13,397-90.6% |