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 | $660,824 | $84,233+684.5% | $170,442+287.7% | $70,131+842.3% |
| Participation rate | 97.8% | 70.8%+27.0pp | 83.6%+14.2pp | 69.5%+28.3pp |
| Annual return | 3.49% | 23.06%-19.6pp | 205.93%-202.4pp | 73.14%-69.6pp |
| Employer contribution / active EE | $11,614 | $3,387+242.9% | $5,433+113.8% | $2,342+395.8% |
| Participant deferral / active EE | $1,526 | $3,086-50.5% | $4,939-69.1% | $3,332-54.2% |
| Admin fee / account holder | $2,938 | $5,698-48.4% | $13,880-78.8% | $4,645-36.7% |