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 | $329,081 | $78,422+319.6% | $95,952+243.0% | $79,858+312.1% |
| Participation rate | 86.0% | 73.5%+12.6pp | 77.1%+9.0pp | 69.6%+16.4pp |
| Annual return | 9.25% | 19.37%-10.1pp | 91.61%-82.4pp | 31.71%-22.5pp |
| Employer contribution / active EE | $9,803 | $1,945+404.0% | $2,541+285.8% | $2,471+296.8% |
| Participant deferral / active EE | $6,066 | $3,440+76.3% | $4,167+45.6% | $3,740+62.2% |
| Admin fee / account holder | $48,085 | $5,622+755.3% | $6,795+607.6% | $5,306+806.2% |