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 | $471,481 | $183,519+156.9% | $155,509+203.2% | $145,922+223.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 8.09% | 61.17%-53.1pp | 64.67%-56.6pp | 561.29%-553.2pp |
| Employer contribution / active EE | $7,981 | $5,313+50.2% | $4,672+70.8% | $4,660+71.3% |
| Participant deferral / active EE | $5,966 | $6,462-7.7% | $5,626+6.0% | $6,688-10.8% |
| Admin fee / account holder | $4,608 | $19,313-76.1% | $15,912-71.0% | $13,397-65.6% |