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 | $430,188 | $85,202+404.9% | $172,739+149.0% | $72,985+489.4% |
| Participation rate | 84.1% | 70.1%+14.0pp | 82.6%+1.4pp | 69.5%+14.6pp |
| Annual return | 5.14% | 27.32%-22.2pp | 802.84%-797.7pp | 81.00%-75.9pp |
| Employer contribution / active EE | $16,387 | $3,324+392.9% | $5,143+218.6% | $2,440+571.6% |
| Participant deferral / active EE | $11,766 | $3,260+260.9% | $5,198+126.4% | $3,607+226.2% |
| Admin fee / account holder | $3,123 | $5,884-46.9% | $13,954-77.6% | $5,124-39.0% |