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 | $326,594 | $159,901+104.2% | $146,958+122.2% | $145,922+123.8% |
| Participation rate | 86.7% | 84.0%+2.7pp | 82.2%+4.5pp | 80.3%+6.4pp |
| Annual return | 9.03% | 98.13%-89.1pp | 418.34%-409.3pp | 561.29%-552.3pp |
| Employer contribution / active EE | $1,251 | $5,286-76.3% | $4,933-74.6% | $4,660-73.1% |
| Participant deferral / active EE | $15,131 | $8,428+79.5% | $8,070+87.5% | $6,688+126.3% |
| Admin fee / account holder | $199,656 | $15,044+1227.2% | $12,998+1436.0% | $13,397+1390.3% |