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 | $376,178 | $102,317+267.7% | $146,958+156.0% | $80,856+365.2% |
| Participation rate | 89.2% | 75.8%+13.4pp | 82.2%+7.0pp | 67.6%+21.6pp |
| Annual return | 9.66% | 134.76%-125.1pp | 418.34%-408.7pp | 35.59%-25.9pp |
| Employer contribution / active EE | $3,277 | $3,713-11.7% | $4,933-33.6% | $2,755+19.0% |
| Participant deferral / active EE | $15,375 | $6,644+131.4% | $8,070+90.5% | $4,296+257.9% |
| Admin fee / account holder | $56,233 | $7,941+608.1% | $12,998+332.6% | $6,918+712.9% |