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 | $427,455 | $159,901+167.3% | $146,958+190.9% | $145,922+192.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 6.16% | 98.13%-92.0pp | 418.34%-412.2pp | 561.29%-555.1pp |
| Employer contribution / active EE | $19,393 | $5,286+266.9% | $4,933+293.1% | $4,660+316.2% |
| Participant deferral / active EE | $23,303 | $8,428+176.5% | $8,070+188.8% | $6,688+248.4% |
| Admin fee / account holder | $12,897 | $15,044-14.3% | $12,998-0.8% | $13,397-3.7% |