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 | $468,111 | $93,571+400.3% | $135,903+244.4% | $75,163+522.8% |
| Participation rate | 94.1% | 75.2%+18.9pp | 81.9%+12.2pp | 67.2%+26.9pp |
| Annual return | 14.06% | 30.90%-16.8pp | 68.23%-54.2pp | 160.62%-146.6pp |
| Employer contribution / active EE | $4,970 | $3,537+40.5% | $4,856+2.3% | $2,670+86.2% |
| Participant deferral / active EE | $7,390 | $6,404+15.4% | $7,758-4.7% | $4,125+79.2% |
| Admin fee / account holder | $84,739 | $6,975+1114.8% | $10,762+687.4% | $5,651+1399.6% |