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 | $294,718 | $94,625+211.5% | $116,228+153.6% | $84,808+247.5% |
| Participation rate | 92.2% | 70.4%+21.7pp | 74.6%+17.6pp | 68.3%+23.8pp |
| Annual return | 8.12% | 20.40%-12.3pp | 90.06%-81.9pp | 40.90%-32.8pp |
| Employer contribution / active EE | $10,246 | $2,347+336.6% | $2,994+242.2% | $2,631+289.4% |
| Participant deferral / active EE | $3,782 | $3,972-4.8% | $4,953-23.6% | $4,212-10.2% |
| Admin fee / account holder | $169,899 | $10,091+1583.6% | $11,989+1317.1% | $7,344+2213.5% |