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 | $413,317 | $102,317+304.0% | $146,958+181.2% | $80,856+411.2% |
| Participation rate | 96.2% | 75.8%+20.3pp | 82.2%+14.0pp | 67.6%+28.5pp |
| Annual return | 11.24% | 134.76%-123.5pp | 418.34%-407.1pp | 35.59%-24.4pp |
| Employer contribution / active EE | $4,707 | $3,713+26.8% | $4,933-4.6% | $2,755+70.8% |
| Participant deferral / active EE | $6,832 | $6,644+2.8% | $8,070-15.3% | $4,296+59.0% |
| Admin fee / account holder | $90,265 | $7,941+1036.7% | $12,998+594.5% | $6,918+1204.8% |