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 | $341,516 | $60,124+468.0% | $90,404+277.8% | $79,858+327.7% |
| Participation rate | 95.1% | 65.0%+30.1pp | 72.7%+22.4pp | 69.6%+25.5pp |
| Annual return | 5.88% | 71.94%-66.1pp | 1293.02%-1287.1pp | 31.71%-25.8pp |
| Employer contribution / active EE | $7,181 | $2,068+247.3% | $3,262+120.1% | $2,471+190.6% |
| Participant deferral / active EE | $9,507 | $2,938+223.6% | $3,963+139.9% | $3,740+154.2% |
| Admin fee / account holder | $17,773 | $3,976+346.9% | $5,611+216.8% | $5,306+234.9% |