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 | $346,114 | $85,202+306.2% | $172,739+100.4% | $72,985+374.2% |
| Participation rate | 92.7% | 70.1%+22.7pp | 82.6%+10.1pp | 69.5%+23.2pp |
| Annual return | 5.58% | 27.32%-21.7pp | 802.84%-797.3pp | 81.00%-75.4pp |
| Employer contribution / active EE | $19,661 | $3,324+491.4% | $5,143+282.3% | $2,440+705.8% |
| Participant deferral / active EE | $11,546 | $3,260+254.2% | $5,198+122.1% | $3,607+220.1% |
| Admin fee / account holder | $1,808 | $5,884-69.3% | $13,954-87.0% | $5,124-64.7% |