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 | $106,749+197.8% | $145,433+118.6% | $82,448+285.5% |
| Participation rate | 88.6% | 75.6%+12.9pp | 82.1%+6.5pp | 68.1%+20.5pp |
| Annual return | 13.00% | 27.59%-14.6pp | 66.58%-53.6pp | 41.64%-28.6pp |
| Employer contribution / active EE | $2,878 | $3,444-16.5% | $4,554-36.8% | $2,551+12.8% |
| Participant deferral / active EE | $11,435 | $6,519+75.4% | $7,897+44.8% | $4,139+176.3% |
| Admin fee / account holder | $45,034 | $8,390+436.8% | $13,129+243.0% | $7,234+522.5% |