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 | $296,269 | $85,202+247.7% | $172,739+71.5% | $72,985+305.9% |
| Participation rate | 96.2% | 70.1%+26.1pp | 82.6%+13.5pp | 69.5%+26.7pp |
| Annual return | 3.81% | 27.32%-23.5pp | 802.84%-799.0pp | 81.00%-77.2pp |
| Employer contribution / active EE | $8,117 | $3,324+144.2% | $5,143+57.8% | $2,440+232.7% |
| Participant deferral / active EE | $6,422 | $3,260+97.0% | $5,198+23.6% | $3,607+78.0% |
| Admin fee / account holder | $2,988 | $5,884-49.2% | $13,954-78.6% | $5,124-41.7% |