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 7-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 | $447,886 | $101,883+339.6% | $453,369-1.2% | $85,850+421.7% |
| Participation rate | 94.9% | 72.3%+22.6pp | 78.0%+16.9pp | 69.3%+25.6pp |
| Annual return | 10.16% | 25.38%-15.2pp | 64.40%-54.2pp | 318.53%-308.4pp |
| Employer contribution / active EE | $6,703 | $2,847+135.4% | $4,070+64.7% | $2,565+161.3% |
| Participant deferral / active EE | $9,733 | $4,782+103.5% | $6,209+56.8% | $3,952+146.3% |
| Admin fee / account holder | $10,581 | $5,706+85.4% | $11,209-5.6% | $6,260+69.0% |