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 | $372,755 | $91,552+307.2% | $133,956+178.3% | $79,858+366.8% |
| Participation rate | 97.6% | 73.3%+24.2pp | 79.8%+17.7pp | 69.6%+27.9pp |
| Annual return | 9.63% | 61.85%-52.2pp | 45.09%-35.5pp | 31.71%-22.1pp |
| Employer contribution / active EE | $971 | $2,384-59.2% | $3,919-75.2% | $2,471-60.7% |
| Participant deferral / active EE | $10,850 | $3,733+190.6% | $5,048+114.9% | $3,740+190.1% |
| Admin fee / account holder | $25,456 | $6,321+302.7% | $8,927+185.1% | $5,306+379.7% |