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 | $382,155 | $163,101+134.3% | $136,749+179.5% | $142,382+168.4% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 8.32% | 27.54%-19.2pp | 24.33%-16.0pp | 217.08%-208.8pp |
| Employer contribution / active EE | $6,707 | $4,117+62.9% | $3,400+97.3% | $4,299+56.0% |
| Participant deferral / active EE | $4,950 | $5,585-11.4% | $4,692+5.5% | $6,507-23.9% |
| Admin fee / account holder | $94,904 | $14,318+562.8% | $11,386+733.5% | $12,624+651.8% |