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 | $405,902 | $54,705+642.0% | $71,209+470.0% | $84,808+378.6% |
| Participation rate | 97.6% | 64.1%+33.5pp | 73.8%+23.9pp | 68.3%+29.3pp |
| Annual return | 12.63% | 35.90%-23.3pp | 282.51%-269.9pp | 40.90%-28.3pp |
| Employer contribution / active EE | $15,847 | $2,158+634.4% | $2,721+482.4% | $2,631+502.3% |
| Participant deferral / active EE | $6,447 | $3,030+112.7% | $4,175+54.4% | $4,212+53.1% |
| Admin fee / account holder | $107,426 | $4,863+2108.9% | $5,349+1908.4% | $7,344+1362.8% |