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 | $316,104 | $107,334+194.5% | $92,893+240.3% | $152,861+106.8% |
| Participation rate | 77.8% | 79.8%-2.0pp | 76.0%+1.8pp | 82.4%-4.7pp |
| Annual return | 7.87% | 145.58%-137.7pp | 109.41%-101.5pp | 345.32%-337.4pp |
| Employer contribution / active EE | $9,207 | $4,221+118.1% | $3,653+152.1% | $4,762+93.3% |
| Participant deferral / active EE | $7,510 | $4,845+55.0% | $4,236+77.3% | $5,850+28.4% |
| Admin fee / account holder | $5,909 | $7,079-16.5% | $5,794+2.0% | $11,596-49.0% |