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 | $568,615 | $68,547+729.5% | $120,354+372.5% | $80,856+603.2% |
| Participation rate | 90.3% | 61.6%+28.7pp | 71.9%+18.4pp | 67.6%+22.7pp |
| Annual return | 8.64% | 23.60%-15.0pp | 107.15%-98.5pp | 35.59%-27.0pp |
| Employer contribution / active EE | $9,591 | $2,051+367.5% | $3,463+177.0% | $2,755+248.1% |
| Participant deferral / active EE | $9,018 | $3,173+184.2% | $4,991+80.7% | $4,296+109.9% |
| Admin fee / account holder | $8,315 | $5,732+45.1% | $9,423-11.8% | $6,918+20.2% |