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 | $472,773 | $73,933+539.5% | $96,683+389.0% | $75,163+529.0% |
| Participation rate | 92.9% | 66.4%+26.4pp | 74.3%+18.5pp | 67.2%+25.7pp |
| Annual return | 7.43% | 26.70%-19.3pp | 35.69%-28.3pp | 160.62%-153.2pp |
| Employer contribution / active EE | $11,151 | $2,928+280.9% | $3,737+198.4% | $2,670+317.7% |
| Participant deferral / active EE | $10,133 | $3,659+176.9% | $4,878+107.7% | $4,125+145.6% |
| Admin fee / account holder | $7,666 | $5,216+47.0% | $6,730+13.9% | $5,651+35.7% |