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 | $360,593 | $99,877+261.0% | $84,966+324.4% | $145,922+147.1% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 3.59% | 83.76%-80.2pp | 66.38%-62.8pp | 561.29%-557.7pp |
| Employer contribution / active EE | $17,391 | $3,231+438.2% | $2,727+537.7% | $4,660+273.2% |
| Participant deferral / active EE | $3,654 | $5,291-30.9% | $4,519-19.2% | $6,688-45.4% |
| Admin fee / account holder | $15,626 | $7,248+115.6% | $6,149+154.1% | $13,397+16.6% |