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 | $260,580 | $102,317+154.7% | $146,958+77.3% | $80,856+222.3% |
| Participation rate | 96.6% | 75.8%+20.7pp | 82.2%+14.4pp | 67.6%+28.9pp |
| Annual return | 11.36% | 134.76%-123.4pp | 418.34%-407.0pp | 35.59%-24.2pp |
| Employer contribution / active EE | $21,112 | $3,713+468.6% | $4,933+328.0% | $2,755+666.3% |
| Participant deferral / active EE | $13,591 | $6,644+104.6% | $8,070+68.4% | $4,296+216.4% |
| Admin fee / account holder | $2,356 | $7,941-70.3% | $12,998-81.9% | $6,918-65.9% |