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 | $341,866 | $105,126+225.2% | $94,646+261.2% | $139,434+145.2% |
| Participation rate | 88.9% | 82.4%+6.5pp | 80.8%+8.1pp | 80.3%+8.6pp |
| Annual return | 10.53% | 38.03%-27.5pp | 156.71%-146.2pp | 372.94%-362.4pp |
| Employer contribution / active EE | $3,754 | $4,106-8.6% | $3,672+2.2% | $4,751-21.0% |
| Participant deferral / active EE | $9,052 | $7,599+19.1% | $7,418+22.0% | $6,710+34.9% |
| Admin fee / account holder | $1,955 | $8,984-78.2% | $7,231-73.0% | $11,403-82.9% |