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 | $457,218 | $148,978+206.9% | $200,582+127.9% | $84,808+439.1% |
| Participation rate | 97.4% | 84.2%+13.1pp | 86.9%+10.5pp | 68.3%+29.1pp |
| Annual return | 12.31% | 28.16%-15.9pp | 42.33%-30.0pp | 40.90%-28.6pp |
| Employer contribution / active EE | $14,745 | $4,815+206.2% | $6,419+129.7% | $2,631+460.4% |
| Participant deferral / active EE | $21,920 | $7,142+206.9% | $9,331+134.9% | $4,212+420.5% |
| Admin fee / account holder | $33,468 | $13,977+139.4% | $16,305+105.3% | $7,344+355.7% |