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 | $278,589 | $171,164+62.8% | $127,761+118.1% | $152,861+82.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.0%+21.0pp | 82.4%+17.6pp |
| Annual return | 9.58% | 23.54%-14.0pp | 26.14%-16.6pp | 345.32%-335.7pp |
| Employer contribution / active EE | $9,325 | $5,447+71.2% | $4,574+103.9% | $4,762+95.8% |
| Participant deferral / active EE | $9,017 | $7,038+28.1% | $6,021+49.8% | $5,850+54.1% |
| Admin fee / account holder | $14,987 | $14,530+3.1% | $9,395+59.5% | $11,596+29.2% |