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 | $377,599 | $54,762+589.5% | $90,281+318.2% | $72,985+417.4% |
| Participation rate | 81.8% | 65.1%+16.7pp | 73.3%+8.5pp | 69.5%+12.3pp |
| Annual return | 14.06% | 30.63%-16.6pp | 78.10%-64.0pp | 81.00%-66.9pp |
| Employer contribution / active EE | $19,829 | $2,092+847.6% | $2,854+594.7% | $2,440+712.7% |
| Participant deferral / active EE | $4,932 | $2,887+70.8% | $3,885+26.9% | $3,607+36.7% |
| Admin fee / account holder | $30,152 | $3,972+659.1% | $5,351+463.5% | $5,124+488.4% |