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 | $452,172 | $95,416+373.9% | $185,823+143.3% | $85,850+426.7% |
| Participation rate | 98.4% | 68.8%+29.6pp | 81.7%+16.7pp | 69.3%+29.0pp |
| Annual return | 11.17% | 23.59%-12.4pp | 122.05%-110.9pp | 318.53%-307.4pp |
| Employer contribution / active EE | $26,132 | $3,314+688.6% | $5,167+405.7% | $2,565+918.8% |
| Participant deferral / active EE | $16,122 | $3,423+370.9% | $5,568+189.5% | $3,952+308.0% |
| Admin fee / account holder | $22,315 | $7,213+209.4% | $16,237+37.4% | $6,260+256.5% |