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 | $389,240 | $98,750+294.2% | $149,696+160.0% | $79,858+387.4% |
| Participation rate | 98.3% | 75.8%+22.6pp | 82.5%+15.9pp | 69.6%+28.7pp |
| Annual return | 11.51% | 27.43%-15.9pp | 276.60%-265.1pp | 31.71%-20.2pp |
| Employer contribution / active EE | $12,281 | $3,216+281.8% | $4,644+164.4% | $2,471+397.0% |
| Participant deferral / active EE | $10,018 | $5,680+76.4% | $6,842+46.4% | $3,740+167.9% |
| Admin fee / account holder | $5,683 | $6,053-6.1% | $9,309-38.9% | $5,306+7.1% |