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 | $758,786 | $65,365+1060.8% | $92,893+716.8% | $72,985+939.7% |
| Participation rate | 96.0% | 68.3%+27.7pp | 76.0%+20.0pp | 69.5%+26.5pp |
| Annual return | 11.73% | 42.10%-30.4pp | 109.41%-97.7pp | 81.00%-69.3pp |
| Employer contribution / active EE | $18,148 | $2,594+599.6% | $3,653+396.8% | $2,440+643.8% |
| Participant deferral / active EE | $5,632 | $3,128+80.0% | $4,236+32.9% | $3,607+56.1% |
| Admin fee / account holder | $112,152 | $4,251+2538.0% | $5,794+1835.7% | $5,124+2088.6% |