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 | $376,882 | $148,534+153.7% | $135,903+177.3% | $139,434+170.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 4.83% | 79.19%-74.4pp | 68.23%-63.4pp | 372.94%-368.1pp |
| Employer contribution / active EE | $2,724 | $5,243-48.0% | $4,856-43.9% | $4,751-42.7% |
| Participant deferral / active EE | $12,995 | $8,100+60.4% | $7,758+67.5% | $6,710+93.7% |
| Admin fee / account holder | $188,868 | $12,400+1423.2% | $10,762+1654.9% | $11,403+1556.4% |