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 8-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 | $379,057 | $183,963+106.1% | $162,163+133.7% | $152,861+148.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 9.67% | 150.76%-141.1pp | 115.59%-105.9pp | 345.32%-335.7pp |
| Employer contribution / active EE | $11,645 | $6,371+82.8% | $5,614+107.4% | $4,762+144.5% |
| Participant deferral / active EE | $14,667 | $8,034+82.6% | $7,298+101.0% | $5,850+150.7% |
| Admin fee / account holder | $8,599 | $13,121-34.5% | $10,843-20.7% | $11,596-25.9% |