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 8-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 | $298,076 | $176,056+69.3% | $159,436+87.0% | $167,490+78.0% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 7.82% | 331.75%-323.9pp | 263.57%-255.7pp | 478.56%-470.7pp |
| Employer contribution / active EE | $18,301 | $5,297+245.5% | $4,829+279.0% | $4,837+278.3% |
| Participant deferral / active EE | $21,383 | $7,750+175.9% | $7,352+190.8% | $6,341+237.2% |
| Admin fee / account holder | $18,333 | $12,554+46.0% | $10,799+69.8% | $12,309+48.9% |