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 | $311,007 | $102,317+204.0% | $146,958+111.6% | $80,856+284.6% |
| Participation rate | 96.0% | 75.8%+20.2pp | 82.2%+13.8pp | 67.6%+28.4pp |
| Annual return | 10.13% | 134.76%-124.6pp | 418.34%-408.2pp | 35.59%-25.5pp |
| Employer contribution / active EE | $6,904 | $3,713+85.9% | $4,933+39.9% | $2,755+150.6% |
| Participant deferral / active EE | $11,483 | $6,644+72.8% | $8,070+42.3% | $4,296+167.3% |
| Admin fee / account holder | $64,115 | $7,941+707.4% | $12,998+393.3% | $6,918+826.8% |