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 | $286,315 | $105,181+172.2% | $159,436+79.6% | $85,850+233.5% |
| Participation rate | 94.4% | 75.8%+18.7pp | 82.8%+11.6pp | 69.3%+25.1pp |
| Annual return | 10.75% | 45.07%-34.3pp | 263.57%-252.8pp | 318.53%-307.8pp |
| Employer contribution / active EE | $4,959 | $3,318+49.4% | $4,829+2.7% | $2,565+93.3% |
| Participant deferral / active EE | $19,836 | $5,945+233.7% | $7,352+169.8% | $3,952+402.0% |
| Admin fee / account holder | $23,583 | $6,933+240.1% | $10,799+118.4% | $6,260+276.7% |