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 | $461,376 | $102,317+350.9% | $146,958+214.0% | $80,856+470.6% |
| Participation rate | 97.2% | 75.8%+21.4pp | 82.2%+15.1pp | 67.6%+29.6pp |
| Annual return | 10.92% | 134.76%-123.8pp | 418.34%-407.4pp | 35.59%-24.7pp |
| Employer contribution / active EE | $6,431 | $3,713+73.2% | $4,933+30.4% | $2,755+133.4% |
| Participant deferral / active EE | $9,584 | $6,644+44.2% | $8,070+18.8% | $4,296+123.1% |
| Admin fee / account holder | $72,551 | $7,941+813.6% | $12,998+458.2% | $6,918+948.7% |