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 | $326,056 | $105,181+210.0% | $159,436+104.5% | $85,850+279.8% |
| Participation rate | 97.1% | 75.8%+21.4pp | 82.8%+14.3pp | 69.3%+27.8pp |
| Annual return | 11.13% | 45.07%-33.9pp | 263.57%-252.4pp | 318.53%-307.4pp |
| Employer contribution / active EE | $8,633 | $3,318+160.2% | $4,829+78.8% | $2,565+236.5% |
| Participant deferral / active EE | $5,241 | $5,945-11.8% | $7,352-28.7% | $3,952+32.6% |
| Admin fee / account holder | $7,240 | $6,933+4.4% | $10,799-33.0% | $6,260+15.7% |