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 | $366,308 | $91,538+300.2% | $129,995+181.8% | $75,163+387.3% |
| Participation rate | 97.4% | 71.4%+26.0pp | 78.5%+18.9pp | 67.2%+30.2pp |
| Annual return | 4.85% | -631.11%+636.0pp | -137.18%+142.0pp | 160.62%-155.8pp |
| Employer contribution / active EE | $10,885 | $2,845+282.6% | $4,320+152.0% | $2,670+307.7% |
| Participant deferral / active EE | $10,926 | $4,341+151.7% | $5,820+87.7% | $4,125+164.9% |
| Admin fee / account holder | $13,008 | $6,790+91.6% | $10,614+22.6% | $5,651+130.2% |