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 | $792,688 | $77,899+917.6% | $149,673+429.6% | $75,163+954.6% |
| Participation rate | 97.6% | 65.6%+32.0pp | 78.8%+18.9pp | 67.2%+30.4pp |
| Annual return | 5.07% | 31.72%-26.6pp | 134.42%-129.3pp | 160.62%-155.5pp |
| Employer contribution / active EE | $35,410 | $3,137+1028.6% | $4,818+635.0% | $2,670+1226.3% |
| Participant deferral / active EE | $22,273 | $3,411+553.0% | $5,680+292.1% | $4,125+439.9% |
| Admin fee / account holder | $4,216 | $5,956-29.2% | $13,210-68.1% | $5,651-25.4% |