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 4-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 | $337,675 | $214,378+57.5% | $200,582+68.3% | $142,382+137.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 3.14% | 46.41%-43.3pp | 42.33%-39.2pp | 217.08%-213.9pp |
| Employer contribution / active EE | $24,850 | $6,841+263.2% | $6,419+287.1% | $4,299+478.0% |
| Participant deferral / active EE | $52,500 | $9,865+432.2% | $9,331+462.6% | $6,507+706.8% |
| Admin fee / account holder | $4,452 | $17,692-74.8% | $16,305-72.7% | $12,624-64.7% |