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 | $310,782 | $109,413+184.0% | $156,263+98.9% | $84,808+266.5% |
| Participation rate | 93.8% | 72.7%+21.1pp | 78.9%+14.8pp | 68.3%+25.4pp |
| Annual return | 9.85% | 20.18%-10.3pp | 59.47%-49.6pp | 40.90%-31.0pp |
| Employer contribution / active EE | $19,143 | $2,907+558.5% | $4,333+341.8% | $2,631+627.6% |
| Participant deferral / active EE | $16,650 | $4,590+262.8% | $6,158+170.4% | $4,212+295.3% |
| Admin fee / account holder | $75,265 | $9,357+704.4% | $14,255+428.0% | $7,344+924.9% |