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 | $269,642 | $159,934+68.6% | $147,005+83.4% | $145,959+84.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 8.64% | 98.24%-89.6pp | 418.76%-410.1pp | 561.95%-553.3pp |
| Employer contribution / active EE | $5,757 | $5,287+8.9% | $4,934+16.7% | $4,661+23.5% |
| Participant deferral / active EE | $17,222 | $8,427+104.4% | $8,070+113.4% | $6,689+157.5% |
| Admin fee / account holder | $5,570 | $15,053-63.0% | $13,006-57.2% | $13,398-58.4% |