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 | $383,457 | $133,922+186.3% | $116,228+229.9% | $142,382+169.3% |
| Participation rate | 82.6% | 77.9%+4.7pp | 74.6%+8.1pp | 80.1%+2.5pp |
| Annual return | 6.55% | 147.76%-141.2pp | 90.06%-83.5pp | 217.08%-210.5pp |
| Employer contribution / active EE | $7,662 | $3,446+122.4% | $2,994+155.9% | $4,299+78.2% |
| Participant deferral / active EE | $1,981 | $5,672-65.1% | $4,953-60.0% | $6,507-69.6% |
| Admin fee / account holder | $5,410 | $14,945-63.8% | $11,989-54.9% | $12,624-57.1% |