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 | $393,852 | $49,922+688.9% | $80,569+388.8% | $75,163+424.0% |
| Participation rate | 98.9% | 55.3%+43.6pp | 67.0%+31.9pp | 67.2%+31.7pp |
| Annual return | 11.15% | 34.69%-23.5pp | 935.43%-924.3pp | 160.62%-149.5pp |
| Employer contribution / active EE | $26,617 | $1,698+1467.3% | $2,723+877.3% | $2,670+897.0% |
| Participant deferral / active EE | $0 | $2,990-100.0% | $4,447-100.0% | $4,125-100.0% |
| Admin fee / account holder | $12,728 | $3,577+255.8% | $5,377+136.7% | $5,651+125.2% |