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 | $291,014 | $102,604+183.6% | $86,188+237.7% | $139,434+108.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 8.55% | 1922.51%-1914.0pp | 1168.45%-1159.9pp | 372.94%-364.4pp |
| Employer contribution / active EE | $4,674 | $3,032+54.1% | $2,380+96.4% | $4,751-1.6% |
| Participant deferral / active EE | $8,745 | $4,676+87.0% | $3,985+119.4% | $6,710+30.3% |
| Admin fee / account holder | $7,484 | $8,657-13.5% | $6,852+9.2% | $11,403-34.4% |