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 | $450,368 | $91,190+393.9% | $178,490+152.3% | $79,858+464.0% |
| Participation rate | 97.6% | 69.2%+28.4pp | 81.9%+15.7pp | 69.6%+28.0pp |
| Annual return | 4.53% | 24.19%-19.7pp | 151.07%-146.5pp | 31.71%-27.2pp |
| Employer contribution / active EE | $9,812 | $3,256+201.4% | $5,011+95.8% | $2,471+297.1% |
| Participant deferral / active EE | $8,866 | $3,236+174.0% | $5,202+70.4% | $3,740+137.0% |
| Admin fee / account holder | $663 | $6,751-90.2% | $13,984-95.3% | $5,306-87.5% |