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 | $324,488 | $68,547+373.4% | $120,354+169.6% | $80,856+301.3% |
| Participation rate | 97.1% | 61.6%+35.5pp | 71.9%+25.2pp | 67.6%+29.4pp |
| Annual return | 9.44% | 23.60%-14.2pp | 107.15%-97.7pp | 35.59%-26.2pp |
| Employer contribution / active EE | $3,866 | $2,051+88.5% | $3,463+11.7% | $2,755+40.3% |
| Participant deferral / active EE | $11,433 | $3,173+260.3% | $4,991+129.1% | $4,296+166.1% |
| Admin fee / account holder | $20,730 | $5,732+261.7% | $9,423+120.0% | $6,918+199.7% |