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 | $402,140 | $89,753+348.1% | $107,525+274.0% | $84,808+374.2% |
| Participation rate | 97.6% | 68.1%+29.6pp | 75.1%+22.5pp | 68.3%+29.3pp |
| Annual return | 10.73% | 29.48%-18.7pp | 181.32%-170.6pp | 40.90%-30.2pp |
| Employer contribution / active EE | $2,532 | $3,113-18.7% | $3,754-32.5% | $2,631-3.8% |
| Participant deferral / active EE | $6,541 | $4,056+61.3% | $5,116+27.9% | $4,212+55.3% |
| Admin fee / account holder | $37,423 | $7,222+418.2% | $8,919+319.6% | $7,344+409.6% |