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 | $631,698 | $144,119+338.3% | $117,854+436.0% | $147,584+328.0% |
| Participation rate | 94.7% | 83.4%+11.3pp | 79.7%+15.1pp | 82.8%+11.9pp |
| Annual return | 8.16% | 531.15%-523.0pp | 335.08%-326.9pp | 578.55%-570.4pp |
| Employer contribution / active EE | $9,349 | $4,896+90.9% | $3,786+146.9% | $4,876+91.7% |
| Participant deferral / active EE | $12,585 | $5,316+136.8% | $4,482+180.8% | $5,439+131.4% |
| Admin fee / account holder | $4,914 | $10,886-54.9% | $8,020-38.7% | $10,885-54.9% |