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 3-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 | $336,456 | $214,378+56.9% | $200,582+67.7% | $142,382+136.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 6.03% | 46.41%-40.4pp | 42.33%-36.3pp | 217.08%-211.0pp |
| Employer contribution / active EE | $17,000 | $6,841+148.5% | $6,419+164.8% | $4,299+295.4% |
| Participant deferral / active EE | $23,000 | $9,865+133.2% | $9,331+146.5% | $6,507+253.5% |
| Admin fee / account holder | $1,176 | $17,692-93.4% | $16,305-92.8% | $12,624-90.7% |