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 7-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 | $641,307 | $91,019+604.6% | $392,568+63.4% | $72,985+778.7% |
| Participation rate | 96.6% | 74.4%+22.2pp | 78.1%+18.5pp | 69.5%+27.1pp |
| Annual return | 15.78% | 20.00%-4.2pp | 24.42%-8.6pp | 81.00%-65.2pp |
| Employer contribution / active EE | $25,910 | $2,751+841.9% | $3,783+584.9% | $2,440+961.9% |
| Participant deferral / active EE | $0 | $4,570-100.0% | $5,985-100.0% | $3,607-100.0% |
| Admin fee / account holder | $11,284 | $4,895+130.5% | $6,260+80.3% | $5,124+120.2% |