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 | $314,498 | $65,365+381.1% | $92,893+238.6% | $72,985+330.9% |
| Participation rate | 92.3% | 68.3%+24.0pp | 76.0%+16.3pp | 69.5%+22.8pp |
| Annual return | 5.63% | 42.10%-36.5pp | 109.41%-103.8pp | 81.00%-75.4pp |
| Employer contribution / active EE | $14,645 | $2,594+464.6% | $3,653+300.9% | $2,440+500.3% |
| Participant deferral / active EE | $7,163 | $3,128+129.0% | $4,236+69.1% | $3,607+98.6% |
| Admin fee / account holder | $4,379 | $4,251+3.0% | $5,794-24.4% | $5,124-14.5% |