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 | $441,768 | $159,901+176.3% | $146,958+200.6% | $145,922+202.7% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.6pp | 80.3%+5.4pp |
| Annual return | 5.73% | 98.13%-92.4pp | 418.34%-412.6pp | 561.29%-555.6pp |
| Employer contribution / active EE | $16,294 | $5,286+208.3% | $4,933+230.3% | $4,660+249.7% |
| Participant deferral / active EE | $7,511 | $8,428-10.9% | $8,070-6.9% | $6,688+12.3% |
| Admin fee / account holder | $329,438 | $15,044+2089.9% | $12,998+2434.5% | $13,397+2359.0% |