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 10-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 | $363,334 | $95,416+280.8% | $185,823+95.5% | $85,850+323.2% |
| Participation rate | 95.0% | 68.8%+26.2pp | 81.7%+13.3pp | 69.3%+25.7pp |
| Annual return | 9.31% | 23.59%-14.3pp | 122.05%-112.7pp | 318.53%-309.2pp |
| Employer contribution / active EE | $10,232 | $3,314+208.8% | $5,167+98.0% | $2,565+298.9% |
| Participant deferral / active EE | $7,936 | $3,423+131.8% | $5,568+42.5% | $3,952+100.8% |
| Admin fee / account holder | $8,313 | $7,213+15.3% | $16,237-48.8% | $6,260+32.8% |