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 9-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 | $270,484 | $214,378+26.2% | $200,582+34.8% | $142,382+90.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 7.27% | 46.41%-39.1pp | 42.33%-35.1pp | 217.08%-209.8pp |
| Employer contribution / active EE | $32,484 | $6,841+374.8% | $6,419+406.1% | $4,299+655.6% |
| Participant deferral / active EE | $23,194 | $9,865+135.1% | $9,331+148.6% | $6,507+256.4% |
| Admin fee / account holder | $8,111 | $17,692-54.2% | $16,305-50.3% | $12,624-35.7% |