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 | $473,126 | $105,181+349.8% | $159,436+196.7% | $85,850+451.1% |
| Participation rate | 86.3% | 75.8%+10.5pp | 82.8%+3.5pp | 69.3%+17.0pp |
| Annual return | 10.42% | 45.07%-34.7pp | 263.57%-253.1pp | 318.53%-308.1pp |
| Employer contribution / active EE | $17,619 | $3,318+431.0% | $4,829+264.8% | $2,565+586.9% |
| Participant deferral / active EE | $11,558 | $5,945+94.4% | $7,352+57.2% | $3,952+192.5% |
| Admin fee / account holder | $16,248 | $6,933+134.3% | $10,799+50.5% | $6,260+159.6% |