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 9-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 | $369,762 | $109,327+238.2% | $89,391+313.6% | $158,922+132.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 3.46% | 345.68%-342.2pp | 245.62%-242.2pp | 302.83%-299.4pp |
| Employer contribution / active EE | $116,160 | $3,170+3564.7% | $2,586+4392.6% | $4,761+2339.7% |
| Participant deferral / active EE | $26,000 | $4,598+465.4% | $3,890+568.4% | $5,982+334.6% |
| Admin fee / account holder | $920 | $6,153-85.0% | $4,881-81.2% | $11,246-91.8% |