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 | $273,641 | $72,277+278.6% | $101,248+170.3% | $79,858+242.7% |
| Participation rate | 89.3% | 68.5%+20.8pp | 75.8%+13.5pp | 69.6%+19.7pp |
| Annual return | 8.54% | 22.30%-13.8pp | 46.47%-37.9pp | 31.71%-23.2pp |
| Employer contribution / active EE | $10,118 | $2,692+275.9% | $3,660+176.5% | $2,471+309.5% |
| Participant deferral / active EE | $5,094 | $3,282+55.2% | $4,370+16.6% | $3,740+36.2% |
| Admin fee / account holder | $5,174 | $4,400+17.6% | $5,945-13.0% | $5,306-2.5% |