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 | $288,415 | $159,602+80.7% | $150,045+92.2% | $142,382+102.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 11.95% | 70.24%-58.3pp | 62.55%-50.6pp | 217.08%-205.1pp |
| Employer contribution / active EE | $21,045 | $4,961+324.3% | $4,693+348.4% | $4,299+389.5% |
| Participant deferral / active EE | $22,477 | $8,310+170.5% | $7,997+181.1% | $6,507+245.4% |
| Admin fee / account holder | $2,038 | $14,846-86.3% | $13,435-84.8% | $12,624-83.9% |