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 | $620,566 | $214,378+189.5% | $200,582+209.4% | $142,382+335.8% |
| Participation rate | 88.2% | 87.4%+0.8pp | 86.9%+1.4pp | 80.1%+8.1pp |
| Annual return | 10.60% | 46.41%-35.8pp | 42.33%-31.7pp | 217.08%-206.5pp |
| Employer contribution / active EE | $22,503 | $6,841+228.9% | $6,419+250.6% | $4,299+423.4% |
| Participant deferral / active EE | $18,091 | $9,865+83.4% | $9,331+93.9% | $6,507+178.0% |
| Admin fee / account holder | $71,186 | $17,692+302.4% | $16,305+336.6% | $12,624+463.9% |