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 | $356,125 | $159,901+122.7% | $146,958+142.3% | $145,922+144.1% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.7pp | 80.3%-8.8pp |
| Annual return | 9.28% | 98.13%-88.8pp | 418.34%-409.1pp | 561.29%-552.0pp |
| Employer contribution / active EE | $3,281 | $5,286-37.9% | $4,933-33.5% | $4,660-29.6% |
| Participant deferral / active EE | $4,957 | $8,428-41.2% | $8,070-38.6% | $6,688-25.9% |
| Admin fee / account holder | $30,522 | $15,044+102.9% | $12,998+134.8% | $13,397+127.8% |