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 | $300,307 | $98,750+204.1% | $149,696+100.6% | $79,858+276.1% |
| Participation rate | 90.3% | 75.8%+14.5pp | 82.5%+7.8pp | 69.6%+20.7pp |
| Annual return | 11.01% | 27.43%-16.4pp | 276.60%-265.6pp | 31.71%-20.7pp |
| Employer contribution / active EE | $6,997 | $3,216+117.5% | $4,644+50.7% | $2,471+183.2% |
| Participant deferral / active EE | $16,336 | $5,680+187.6% | $6,842+138.8% | $3,740+336.8% |
| Admin fee / account holder | $54,060 | $6,053+793.2% | $9,309+480.7% | $5,306+918.8% |