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 | $263,648 | $91,552+188.0% | $133,956+96.8% | $79,858+230.1% |
| Participation rate | 96.8% | 73.3%+23.4pp | 79.8%+16.9pp | 69.6%+27.1pp |
| Annual return | -1.63% | 61.85%-63.5pp | 45.09%-46.7pp | 31.71%-33.3pp |
| Employer contribution / active EE | $2,738 | $2,384+14.9% | $3,919-30.1% | $2,471+10.8% |
| Participant deferral / active EE | $7,355 | $3,733+97.0% | $5,048+45.7% | $3,740+96.7% |
| Admin fee / account holder | $4,631 | $6,321-26.7% | $8,927-48.1% | $5,306-12.7% |