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 | $277,319 | $85,022+226.2% | $70,515+293.3% | $139,434+98.9% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 0.65% | 30.38%-29.7pp | 32.77%-32.1pp | 372.94%-372.3pp |
| Employer contribution / active EE | $5,240 | $3,909+34.0% | $2,973+76.2% | $4,751+10.3% |
| Participant deferral / active EE | $12,586 | $5,890+113.7% | $4,567+175.6% | $6,710+87.6% |
| Admin fee / account holder | $3,253 | $8,906-63.5% | $6,412-49.3% | $11,403-71.5% |