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 | $619,055 | $91,538+576.3% | $129,995+376.2% | $75,163+723.6% |
| Participation rate | 92.2% | 71.4%+20.7pp | 78.5%+13.7pp | 67.2%+25.0pp |
| Annual return | 7.01% | -631.11%+638.1pp | -137.18%+144.2pp | 160.62%-153.6pp |
| Employer contribution / active EE | $7,388 | $2,845+159.7% | $4,320+71.0% | $2,670+176.7% |
| Participant deferral / active EE | $10,434 | $4,341+140.4% | $5,820+79.3% | $4,125+152.9% |
| Admin fee / account holder | $13,118 | $6,790+93.2% | $10,614+23.6% | $5,651+132.1% |