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 | $339,989 | $148,534+128.9% | $135,903+150.2% | $139,434+143.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 11.58% | 79.19%-67.6pp | 68.23%-56.7pp | 372.94%-361.4pp |
| Employer contribution / active EE | $24,000 | $5,243+357.8% | $4,856+394.2% | $4,751+405.2% |
| Participant deferral / active EE | $17,067 | $8,100+110.7% | $7,758+120.0% | $6,710+154.3% |
| Admin fee / account holder | $4,790 | $12,400-61.4% | $10,762-55.5% | $11,403-58.0% |