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 | $440,908 | $180,749+143.9% | $160,784+174.2% | $137,256+221.2% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 2.68% | 2234.46%-2231.8pp | 1803.92%-1801.2pp | 220.34%-217.7pp |
| Employer contribution / active EE | $1,870 | $4,155-55.0% | $3,733-49.9% | $4,156-55.0% |
| Participant deferral / active EE | $9,530 | $6,844+39.2% | $6,293+51.4% | $6,407+48.7% |
| Admin fee / account holder | $2,114 | $10,397-79.7% | $9,717-78.2% | $12,270-82.8% |