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 | $476,328 | $185,822+156.3% | $169,993+180.2% | $139,434+241.6% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 6.95% | 60.50%-53.6pp | 53.37%-46.4pp | 372.94%-366.0pp |
| Employer contribution / active EE | $2,490 | $7,590-67.2% | $6,785-63.3% | $4,751-47.6% |
| Participant deferral / active EE | $9,440 | $11,622-18.8% | $10,408-9.3% | $6,710+40.7% |
| Admin fee / account holder | $145,058 | $15,381+843.1% | $12,815+1031.9% | $11,403+1172.2% |