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 | $255,018 | $60,124+324.2% | $90,404+182.1% | $79,858+219.3% |
| Participation rate | 93.0% | 65.0%+28.0pp | 72.7%+20.3pp | 69.6%+23.3pp |
| Annual return | 8.09% | 71.94%-63.9pp | 1293.02%-1284.9pp | 31.71%-23.6pp |
| Employer contribution / active EE | $7,717 | $2,068+273.2% | $3,262+136.6% | $2,471+212.3% |
| Participant deferral / active EE | $8,577 | $2,938+191.9% | $3,963+116.4% | $3,740+129.3% |
| Admin fee / account holder | $20,723 | $3,976+421.1% | $5,611+269.3% | $5,306+290.5% |