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 | $406,722 | $54,705+643.5% | $71,209+471.2% | $84,808+379.6% |
| Participation rate | 96.3% | 64.1%+32.2pp | 73.8%+22.5pp | 68.3%+28.0pp |
| Annual return | 12.09% | 35.90%-23.8pp | 282.51%-270.4pp | 40.90%-28.8pp |
| Employer contribution / active EE | $11,048 | $2,158+412.0% | $2,721+306.0% | $2,631+319.9% |
| Participant deferral / active EE | $9,666 | $3,030+219.0% | $4,175+131.5% | $4,212+129.5% |
| Admin fee / account holder | $42,751 | $4,863+779.0% | $5,349+699.3% | $7,344+482.1% |