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 | $409,133 | $72,071+467.7% | $68,368+498.4% | $137,256+198.1% |
| Participation rate | 95.5% | 76.2%+19.2pp | 73.8%+21.7pp | 80.0%+15.5pp |
| Annual return | 12.49% | 353.14%-340.7pp | 292.57%-280.1pp | 220.34%-207.9pp |
| Employer contribution / active EE | $5,015 | $2,788+79.9% | $2,649+89.3% | $4,156+20.7% |
| Participant deferral / active EE | $3,121 | $4,410-29.2% | $4,123-24.3% | $6,407-51.3% |
| Admin fee / account holder | $3,377 | $5,336-36.7% | $5,150-34.4% | $12,270-72.5% |