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 | $315,748 | $77,899+305.3% | $149,673+111.0% | $75,163+320.1% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 6.10% | 31.72%-25.6pp | 134.42%-128.3pp | 160.62%-154.5pp |
| Employer contribution / active EE | $5,614 | $3,137+78.9% | $4,818+16.5% | $2,670+110.3% |
| Participant deferral / active EE | $3,982 | $3,411+16.7% | $5,680-29.9% | $4,125-3.5% |
| Admin fee / account holder | $55,165 | $5,956+826.2% | $13,210+317.6% | $5,651+876.2% |