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 | $502,045 | $157,256+219.3% | $141,162+255.7% | $152,861+228.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 9.32% | 64.32%-55.0pp | 71.39%-62.1pp | 345.32%-336.0pp |
| Employer contribution / active EE | $1,632 | $5,261-69.0% | $4,735-65.5% | $4,762-65.7% |
| Participant deferral / active EE | $20,442 | $7,109+187.5% | $6,709+204.7% | $5,850+249.4% |
| Admin fee / account holder | $28,818 | $12,120+137.8% | $10,261+180.8% | $11,596+148.5% |