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 | $387,965 | $177,572+118.5% | $154,803+150.6% | $142,382+172.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 3.34% | 65.07%-61.7pp | 58.88%-55.5pp | 217.08%-213.7pp |
| Employer contribution / active EE | $37,265 | $4,810+674.7% | $4,305+765.5% | $4,299+766.8% |
| Participant deferral / active EE | $33,298 | $6,272+430.9% | $5,540+501.0% | $6,507+411.7% |
| Admin fee / account holder | $1,400 | $16,786-91.7% | $14,329-90.2% | $12,624-88.9% |