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 | $252,476 | $91,538+175.8% | $129,995+94.2% | $75,163+235.9% |
| Participation rate | 84.6% | 71.4%+13.2pp | 78.5%+6.1pp | 67.2%+17.4pp |
| Annual return | 12.12% | -631.11%+643.2pp | -137.18%+149.3pp | 160.62%-148.5pp |
| Employer contribution / active EE | $8,348 | $2,845+193.4% | $4,320+93.3% | $2,670+212.7% |
| Participant deferral / active EE | $6,716 | $4,341+54.7% | $5,820+15.4% | $4,125+62.8% |
| Admin fee / account holder | $2,742 | $6,790-59.6% | $10,614-74.2% | $5,651-51.5% |