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 | $334,354 | $63,346+427.8% | $92,233+262.5% | $70,131+376.8% |
| Participation rate | 96.8% | 68.7%+28.1pp | 76.5%+20.3pp | 69.5%+27.2pp |
| Annual return | 9.07% | 530.12%-521.0pp | 176.28%-167.2pp | 73.14%-64.1pp |
| Employer contribution / active EE | $15,964 | $2,471+546.0% | $3,679+333.9% | $2,342+581.5% |
| Participant deferral / active EE | $3,865 | $2,854+35.4% | $3,897-0.8% | $3,332+16.0% |
| Admin fee / account holder | $121,431 | $3,840+3062.1% | $5,194+2238.1% | $4,645+2514.0% |