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 6-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 | $976,047 | $74,888+1203.3% | $71,209+1270.7% | $142,382+585.5% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.1%-0.1pp |
| Annual return | 12.78% | 345.14%-332.4pp | 282.51%-269.7pp | 217.08%-204.3pp |
| Employer contribution / active EE | $3,842 | $2,854+34.6% | $2,721+41.2% | $4,299-10.6% |
| Participant deferral / active EE | $13,608 | $4,454+205.5% | $4,175+225.9% | $6,507+109.1% |
| Admin fee / account holder | $5,678 | $5,568+2.0% | $5,349+6.2% | $12,624-55.0% |