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 | $476,318 | $89,753+430.7% | $107,525+343.0% | $84,808+461.6% |
| Participation rate | 77.4% | 68.1%+9.4pp | 75.1%+2.3pp | 68.3%+9.1pp |
| Annual return | -5.82% | 29.48%-35.3pp | 181.32%-187.1pp | 40.90%-46.7pp |
| Employer contribution / active EE | $12,350 | $3,113+296.7% | $3,754+229.0% | $2,631+369.4% |
| Participant deferral / active EE | $6,365 | $4,056+56.9% | $5,116+24.4% | $4,212+51.1% |
| Admin fee / account holder | $12,388 | $7,222+71.5% | $8,919+38.9% | $7,344+68.7% |