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 | $427,688 | $91,538+367.2% | $129,995+229.0% | $75,163+469.0% |
| Participation rate | 93.6% | 71.4%+22.2pp | 78.5%+15.1pp | 67.2%+26.4pp |
| Annual return | 2.55% | -631.11%+633.7pp | -137.18%+139.7pp | 160.62%-158.1pp |
| Employer contribution / active EE | $24,145 | $2,845+748.6% | $4,320+459.0% | $2,670+804.4% |
| Participant deferral / active EE | $6,876 | $4,341+58.4% | $5,820+18.1% | $4,125+66.7% |
| Admin fee / account holder | $34,608 | $6,790+409.7% | $10,614+226.0% | $5,651+512.4% |