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 10-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 | $338,013 | $159,901+111.4% | $146,958+130.0% | $145,922+131.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 8.28% | 98.13%-89.9pp | 418.34%-410.1pp | 561.29%-553.0pp |
| Employer contribution / active EE | $7,658 | $5,286+44.9% | $4,933+55.2% | $4,660+64.3% |
| Participant deferral / active EE | $15,451 | $8,428+83.3% | $8,070+91.5% | $6,688+131.0% |
| Admin fee / account holder | $5,848 | $15,044-61.1% | $12,998-55.0% | $13,397-56.3% |