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 6-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 | $523,583 | $159,901+227.4% | $146,958+256.3% | $145,922+258.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 4.77% | 98.13%-93.4pp | 418.34%-413.6pp | 561.29%-556.5pp |
| Employer contribution / active EE | $3,338 | $5,286-36.9% | $4,933-32.3% | $4,660-28.4% |
| Participant deferral / active EE | $3,513 | $8,428-58.3% | $8,070-56.5% | $6,688-47.5% |
| Admin fee / account holder | $2,723 | $15,044-81.9% | $12,998-79.0% | $13,397-79.7% |