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 | $275,634 | $175,202+57.3% | $149,673+84.2% | $139,434+97.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 5.97% | 166.71%-160.7pp | 134.42%-128.4pp | 372.94%-367.0pp |
| Employer contribution / active EE | $17,597 | $5,474+221.5% | $4,818+265.3% | $4,751+270.4% |
| Participant deferral / active EE | $10,800 | $6,519+65.7% | $5,680+90.1% | $6,710+60.9% |
| Admin fee / account holder | $3,425 | $16,150-78.8% | $13,210-74.1% | $11,403-70.0% |