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 | $294,316 | $157,256+87.2% | $141,162+108.5% | $152,861+92.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 7.06% | 64.32%-57.3pp | 71.39%-64.3pp | 345.32%-338.3pp |
| Employer contribution / active EE | $18,901 | $5,261+259.3% | $4,735+299.2% | $4,762+296.9% |
| Participant deferral / active EE | $3,563 | $7,109-49.9% | $6,709-46.9% | $5,850-39.1% |
| Admin fee / account holder | $16,012 | $12,120+32.1% | $10,261+56.0% | $11,596+38.1% |