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 | $382,981 | $167,484+128.7% | $151,611+152.6% | $134,475+184.8% |
| Participation rate | 92.3% | 88.4%+3.9pp | 87.5%+4.8pp | 81.2%+11.1pp |
| Annual return | -21.74% | 7.80%-29.5pp | 3.33%-25.1pp | 417.96%-439.7pp |
| Employer contribution / active EE | $4,540 | $6,829-33.5% | $6,166-26.4% | $4,740-4.2% |
| Participant deferral / active EE | $11,593 | $8,986+29.0% | $8,363+38.6% | $6,400+81.1% |
| Admin fee / account holder | $28,109 | $13,783+103.9% | $11,616+142.0% | $11,426+146.0% |