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 | $327,225 | $159,901+104.6% | $146,958+122.7% | $145,922+124.2% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 7.90% | 98.13%-90.2pp | 418.34%-410.4pp | 561.29%-553.4pp |
| Employer contribution / active EE | $1,579 | $5,286-70.1% | $4,933-68.0% | $4,660-66.1% |
| Participant deferral / active EE | $2,930 | $8,428-65.2% | $8,070-63.7% | $6,688-56.2% |
| Admin fee / account holder | $132,048 | $15,044+777.8% | $12,998+915.9% | $13,397+885.7% |