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 | $268,333 | $176,056+52.4% | $159,436+68.3% | $167,490+60.2% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 5.19% | 331.75%-326.6pp | 263.57%-258.4pp | 478.56%-473.4pp |
| Employer contribution / active EE | $33,047 | $5,297+523.9% | $4,829+584.3% | $4,837+583.1% |
| Participant deferral / active EE | $15,167 | $7,750+95.7% | $7,352+106.3% | $6,341+139.2% |
| Admin fee / account holder | $21,620 | $12,554+72.2% | $10,799+100.2% | $12,309+75.6% |