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 | $479,979 | $81,248+490.8% | $155,509+208.7% | $80,856+493.6% |
| Participation rate | 92.5% | 66.2%+26.3pp | 78.2%+14.4pp | 67.6%+24.9pp |
| Annual return | 5.84% | 33.31%-27.5pp | 64.67%-58.8pp | 35.59%-29.8pp |
| Employer contribution / active EE | $21,169 | $3,100+582.8% | $4,672+353.1% | $2,755+668.4% |
| Participant deferral / active EE | $15,827 | $3,452+358.5% | $5,626+181.3% | $4,296+268.4% |
| Admin fee / account holder | $31,753 | $7,997+297.1% | $15,912+99.6% | $6,918+359.0% |