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 | $390,563 | $54,705+613.9% | $71,209+448.5% | $84,808+360.5% |
| Participation rate | 97.4% | 64.1%+33.4pp | 73.8%+23.7pp | 68.3%+29.1pp |
| Annual return | 11.69% | 35.90%-24.2pp | 282.51%-270.8pp | 40.90%-29.2pp |
| Employer contribution / active EE | $24,399 | $2,158+1030.7% | $2,721+796.7% | $2,631+827.4% |
| Participant deferral / active EE | $4,553 | $3,030+50.2% | $4,175+9.0% | $4,212+8.1% |
| Admin fee / account holder | $50,229 | $4,863+932.8% | $5,349+839.1% | $7,344+584.0% |