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 | $295,975 | $83,477+254.6% | $125,175+136.4% | $72,985+305.5% |
| Participation rate | 96.4% | 73.3%+23.1pp | 79.8%+16.6pp | 69.5%+26.9pp |
| Annual return | 5.14% | 25.78%-20.6pp | 43.79%-38.7pp | 81.00%-75.9pp |
| Employer contribution / active EE | $3,174 | $2,345+35.4% | $3,865-17.9% | $2,440+30.1% |
| Participant deferral / active EE | $9,139 | $3,585+154.9% | $4,937+85.1% | $3,607+153.3% |
| Admin fee / account holder | $4,260 | $5,517-22.8% | $9,702-56.1% | $5,124-16.9% |