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 | $424,007 | $85,202+397.7% | $172,739+145.5% | $72,985+481.0% |
| Participation rate | 95.1% | 70.1%+25.1pp | 82.6%+12.5pp | 69.5%+25.6pp |
| Annual return | 5.87% | 27.32%-21.5pp | 802.84%-797.0pp | 81.00%-75.1pp |
| Employer contribution / active EE | $9,568 | $3,324+187.8% | $5,143+86.0% | $2,440+292.2% |
| Participant deferral / active EE | $8,425 | $3,260+158.4% | $5,198+62.1% | $3,607+133.5% |
| Admin fee / account holder | $2,045 | $5,884-65.2% | $13,954-85.3% | $5,124-60.1% |