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 7-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 | $342,989 | $214,378+60.0% | $200,582+71.0% | $142,382+140.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 9.19% | 46.41%-37.2pp | 42.33%-33.1pp | 217.08%-207.9pp |
| Employer contribution / active EE | $17,675 | $6,841+158.4% | $6,419+175.4% | $4,299+311.1% |
| Participant deferral / active EE | $23,577 | $9,865+139.0% | $9,331+152.7% | $6,507+262.3% |
| Admin fee / account holder | $87,731 | $17,692+395.9% | $16,305+438.1% | $12,624+595.0% |