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 8-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 | $445,540 | $91,190+388.6% | $178,490+149.6% | $79,858+457.9% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 9.66% | 24.19%-14.5pp | 151.07%-141.4pp | 31.71%-22.1pp |
| Employer contribution / active EE | $27,669 | $3,256+749.9% | $5,011+452.2% | $2,471+1019.9% |
| Participant deferral / active EE | $17,204 | $3,236+431.6% | $5,202+230.8% | $3,740+360.0% |
| Admin fee / account holder | $5,154 | $6,751-23.7% | $13,984-63.1% | $5,306-2.9% |