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 | $633,697 | $124,319+409.7% | $111,297+469.4% | $167,490+278.3% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 6.97% | 37.44%-30.5pp | 54.65%-47.7pp | 478.56%-471.6pp |
| Employer contribution / active EE | $10,728 | $3,435+212.3% | $2,731+292.8% | $4,837+121.8% |
| Participant deferral / active EE | $17,000 | $5,180+228.2% | $4,487+278.8% | $6,341+168.1% |
| Admin fee / account holder | $5,678 | $10,618-46.5% | $7,964-28.7% | $12,309-53.9% |