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 | $327,461 | $56,114+483.6% | $96,139+240.6% | $85,850+281.4% |
| Participation rate | 80.8% | 56.7%+24.0pp | 68.4%+12.3pp | 69.3%+11.5pp |
| Annual return | 10.07% | 42.30%-32.2pp | 191.94%-181.9pp | 318.53%-308.5pp |
| Employer contribution / active EE | $2,444 | $1,620+50.9% | $2,797-12.6% | $2,565-4.7% |
| Participant deferral / active EE | $11,044 | $2,859+286.2% | $4,349+153.9% | $3,952+179.5% |
| Admin fee / account holder | $8,949 | $3,768+137.5% | $5,537+61.6% | $6,260+43.0% |