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 | $400,720 | $99,020+304.7% | $86,590+362.8% | $147,584+171.5% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 4.92% | 1312.34%-1307.4pp | 964.84%-959.9pp | 578.55%-573.6pp |
| Employer contribution / active EE | $12,443 | $3,132+297.3% | $2,839+338.2% | $4,876+155.2% |
| Participant deferral / active EE | $24,119 | $3,972+507.2% | $3,609+568.4% | $5,439+343.5% |
| Admin fee / account holder | $14,705 | $5,710+157.5% | $4,906+199.8% | $10,885+35.1% |