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 | $288,952 | $168,632+71.4% | $147,614+95.7% | $125,391+130.4% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -4.31% | 77.65%-82.0pp | 61.98%-66.3pp | 282.22%-286.5pp |
| Employer contribution / active EE | $8,880 | $6,252+42.0% | $5,564+59.6% | $4,866+82.5% |
| Participant deferral / active EE | $17,760 | $5,507+222.5% | $4,895+262.8% | $5,352+231.9% |
| Admin fee / account holder | $2,814 | $13,580-79.3% | $11,611-75.8% | $9,540-70.5% |