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 | $317,867 | $109,881+189.3% | $150,045+111.8% | $84,808+274.8% |
| Participation rate | 88.6% | 76.1%+12.5pp | 82.3%+6.2pp | 68.3%+20.3pp |
| Annual return | 13.00% | 28.25%-15.2pp | 62.55%-49.6pp | 40.90%-27.9pp |
| Employer contribution / active EE | $2,878 | $3,561-19.2% | $4,693-38.7% | $2,631+9.4% |
| Participant deferral / active EE | $11,435 | $6,636+72.3% | $7,997+43.0% | $4,212+171.5% |
| Admin fee / account holder | $45,034 | $8,568+425.6% | $13,435+235.2% | $7,344+513.2% |