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 | $734,934 | $109,359+572.0% | $162,163+353.2% | $72,985+907.0% |
| Participation rate | 97.3% | 84.3%+13.0pp | 87.6%+9.7pp | 69.5%+27.8pp |
| Annual return | 11.96% | 25.46%-13.5pp | 115.59%-103.6pp | 81.00%-69.0pp |
| Employer contribution / active EE | $38,477 | $3,907+884.7% | $5,614+585.4% | $2,440+1477.0% |
| Participant deferral / active EE | $0 | $5,481-100.0% | $7,298-100.0% | $3,607-100.0% |
| Admin fee / account holder | $28,473 | $7,972+257.2% | $10,843+162.6% | $5,124+455.6% |