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 | $277,350 | $74,888+270.4% | $71,209+289.5% | $142,382+94.8% |
| Participation rate | 90.9% | 76.2%+14.7pp | 73.8%+17.2pp | 80.1%+10.8pp |
| Annual return | 12.34% | 345.14%-332.8pp | 282.51%-270.2pp | 217.08%-204.7pp |
| Employer contribution / active EE | $14,841 | $2,854+419.9% | $2,721+445.4% | $4,299+245.2% |
| Participant deferral / active EE | $10,546 | $4,454+136.8% | $4,175+152.6% | $6,507+62.1% |
| Admin fee / account holder | $560 | $5,568-89.9% | $5,349-89.5% | $12,624-95.6% |