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 | $435,484 | $91,190+377.6% | $178,490+144.0% | $79,858+445.3% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 7.39% | 24.19%-16.8pp | 151.07%-143.7pp | 31.71%-24.3pp |
| Employer contribution / active EE | $7,313 | $3,256+124.6% | $5,011+46.0% | $2,471+196.0% |
| Participant deferral / active EE | $4,655 | $3,236+43.8% | $5,202-10.5% | $3,740+24.5% |
| Admin fee / account holder | $60,681 | $6,751+798.8% | $13,984+333.9% | $5,306+1043.6% |