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 | $522,043 | $114,381+356.4% | $107,525+385.5% | $142,382+266.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 5.66% | 242.71%-237.0pp | 181.32%-175.7pp | 217.08%-211.4pp |
| Employer contribution / active EE | $19,304 | $4,015+380.8% | $3,754+414.3% | $4,299+349.0% |
| Participant deferral / active EE | $20,667 | $5,564+271.4% | $5,116+304.0% | $6,507+217.6% |
| Admin fee / account holder | $697 | $9,860-92.9% | $8,919-92.2% | $12,624-94.5% |