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 | $262,169 | $183,519+42.9% | $155,509+68.6% | $145,922+79.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 7.52% | 61.17%-53.6pp | 64.67%-57.2pp | 561.29%-553.8pp |
| Employer contribution / active EE | $2,697 | $5,313-49.2% | $4,672-42.3% | $4,660-42.1% |
| Participant deferral / active EE | $9,493 | $6,462+46.9% | $5,626+68.7% | $6,688+42.0% |
| Admin fee / account holder | $2,510 | $19,313-87.0% | $15,912-84.2% | $13,397-81.3% |