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 | $295,879 | $159,901+85.0% | $146,958+101.3% | $145,922+102.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 4.49% | 98.13%-93.6pp | 418.34%-413.9pp | 561.29%-556.8pp |
| Employer contribution / active EE | $11,711 | $5,286+121.5% | $4,933+137.4% | $4,660+151.3% |
| Participant deferral / active EE | $4,245 | $8,428-49.6% | $8,070-47.4% | $6,688-36.5% |
| Admin fee / account holder | $8,182 | $15,044-45.6% | $12,998-37.1% | $13,397-38.9% |