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 | $414,069 | $109,413+278.4% | $156,263+165.0% | $84,808+388.2% |
| Participation rate | 95.7% | 72.7%+23.0pp | 78.9%+16.7pp | 68.3%+27.3pp |
| Annual return | 7.94% | 20.18%-12.2pp | 59.47%-51.5pp | 40.90%-33.0pp |
| Employer contribution / active EE | $27,611 | $2,907+849.8% | $4,333+537.2% | $2,631+949.5% |
| Participant deferral / active EE | $5,877 | $4,590+28.1% | $6,158-4.6% | $4,212+39.5% |
| Admin fee / account holder | $91,650 | $9,357+879.5% | $14,255+542.9% | $7,344+1148.0% |