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 | $403,496 | $85,202+373.6% | $172,739+133.6% | $72,985+452.9% |
| Participation rate | 96.7% | 70.1%+26.6pp | 82.6%+14.0pp | 69.5%+27.2pp |
| Annual return | 2.82% | 27.32%-24.5pp | 802.84%-800.0pp | 81.00%-78.2pp |
| Employer contribution / active EE | $11,941 | $3,324+259.2% | $5,143+132.2% | $2,440+389.4% |
| Participant deferral / active EE | $5,183 | $3,260+59.0% | $5,198-0.3% | $3,607+43.7% |
| Admin fee / account holder | $34,044 | $5,884+478.6% | $13,954+144.0% | $5,124+564.4% |