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 | $506,591 | $88,672+471.3% | $105,223+381.4% | $82,448+514.4% |
| Participation rate | 84.0% | 67.9%+16.1pp | 75.0%+9.0pp | 68.1%+15.9pp |
| Annual return | 9.13% | 30.86%-21.7pp | 180.65%-171.5pp | 41.64%-32.5pp |
| Employer contribution / active EE | $6,675 | $3,048+119.0% | $3,689+81.0% | $2,551+161.7% |
| Participant deferral / active EE | $13,833 | $4,036+242.7% | $5,072+172.7% | $4,139+234.2% |
| Admin fee / account holder | $62,451 | $7,146+773.9% | $8,859+605.0% | $7,234+763.2% |