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 5-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 | $324,783 | $217,402+49.4% | $185,823+74.8% | $167,490+93.9% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 5.79% | 148.36%-142.6pp | 122.05%-116.3pp | 478.56%-472.8pp |
| Employer contribution / active EE | $2,858 | $5,873-51.3% | $5,167-44.7% | $4,837-40.9% |
| Participant deferral / active EE | $6,141 | $6,356-3.4% | $5,568+10.3% | $6,341-3.2% |
| Admin fee / account holder | $253,566 | $19,811+1179.9% | $16,237+1461.6% | $12,309+1960.0% |