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 | $280,259 | $172,111+62.8% | $150,298+86.5% | $137,256+104.2% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 10.12% | 69.37%-59.3pp | 62.79%-52.7pp | 220.34%-210.2pp |
| Employer contribution / active EE | $21,485 | $4,636+363.4% | $4,154+417.2% | $4,156+416.9% |
| Participant deferral / active EE | $18,988 | $6,166+208.0% | $5,453+248.2% | $6,407+196.4% |
| Admin fee / account holder | $6,494 | $16,471-60.6% | $14,116-54.0% | $12,270-47.1% |