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 | $328,306 | $159,901+105.3% | $146,958+123.4% | $145,922+125.0% |
| Participation rate | 93.3% | 84.0%+9.3pp | 82.2%+11.2pp | 80.3%+13.1pp |
| Annual return | 6.34% | 98.13%-91.8pp | 418.34%-412.0pp | 561.29%-555.0pp |
| Employer contribution / active EE | $10,466 | $5,286+98.0% | $4,933+112.2% | $4,660+124.6% |
| Participant deferral / active EE | $14,038 | $8,428+66.6% | $8,070+74.0% | $6,688+109.9% |
| Admin fee / account holder | $2,921 | $15,044-80.6% | $12,998-77.5% | $13,397-78.2% |