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 | $293,444 | $86,929+237.6% | $102,423+186.5% | $80,856+262.9% |
| Participation rate | 90.5% | 72.4%+18.2pp | 76.5%+14.1pp | 67.6%+22.9pp |
| Annual return | -0.46% | 18.88%-19.3pp | 29.32%-29.8pp | 35.59%-36.1pp |
| Employer contribution / active EE | $16,391 | $2,369+591.8% | $3,023+442.2% | $2,755+495.0% |
| Participant deferral / active EE | $0 | $4,118-100.0% | $5,053-100.0% | $4,296-100.0% |
| Admin fee / account holder | $8,268 | $8,049+2.7% | $9,451-12.5% | $6,918+19.5% |