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 | $757,157 | $214,378+253.2% | $200,582+277.5% | $142,382+431.8% |
| Participation rate | 87.5% | 87.4%+0.1pp | 86.9%+0.6pp | 80.1%+7.4pp |
| Annual return | 9.88% | 46.41%-36.5pp | 42.33%-32.5pp | 217.08%-207.2pp |
| Employer contribution / active EE | $11,250 | $6,841+64.4% | $6,419+75.3% | $4,299+161.7% |
| Participant deferral / active EE | $10,650 | $9,865+8.0% | $9,331+14.1% | $6,507+63.7% |
| Admin fee / account holder | $11,214 | $17,692-36.6% | $16,305-31.2% | $12,624-11.2% |