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 | $271,659 | $167,307+62.4% | $143,757+89.0% | $134,475+102.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -20.77% | 0.46%-21.2pp | -0.04%-20.7pp | 417.96%-438.7pp |
| Employer contribution / active EE | $7,232 | $5,619+28.7% | $4,951+46.1% | $4,740+52.6% |
| Participant deferral / active EE | $14,050 | $6,446+118.0% | $5,637+149.2% | $6,400+119.5% |
| Admin fee / account holder | $2,967 | $18,088-83.6% | $14,673-79.8% | $11,426-74.0% |