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 | $400,467 | $154,117+159.8% | $129,995+208.1% | $139,434+187.2% |
| Participation rate | 90.9% | 82.0%+9.0pp | 78.5%+12.4pp | 80.3%+10.6pp |
| Annual return | 4.53% | 32.48%-27.9pp | -137.18%+141.7pp | 372.94%-368.4pp |
| Employer contribution / active EE | $15,627 | $5,289+195.5% | $4,320+261.8% | $4,751+228.9% |
| Participant deferral / active EE | $2,186 | $6,710-67.4% | $5,820-62.4% | $6,710-67.4% |
| Admin fee / account holder | $3,164 | $14,007-77.4% | $10,614-70.2% | $11,403-72.3% |