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 | $304,147 | $78,422+287.8% | $95,952+217.0% | $79,858+280.9% |
| Participation rate | 97.5% | 73.5%+24.0pp | 77.1%+20.5pp | 69.6%+27.9pp |
| Annual return | 1.08% | 19.37%-18.3pp | 91.61%-90.5pp | 31.71%-30.6pp |
| Employer contribution / active EE | $13,986 | $1,945+619.0% | $2,541+450.4% | $2,471+466.0% |
| Participant deferral / active EE | $0 | $3,440-100.0% | $4,167-100.0% | $3,740-100.0% |
| Admin fee / account holder | $11,493 | $5,622+104.4% | $6,795+69.1% | $5,306+116.6% |