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 | $471,498 | $77,899+505.3% | $149,673+215.0% | $75,163+527.3% |
| Participation rate | 92.2% | 65.6%+26.6pp | 78.8%+13.4pp | 67.2%+25.0pp |
| Annual return | 0.63% | 31.72%-31.1pp | 134.42%-133.8pp | 160.62%-160.0pp |
| Employer contribution / active EE | $17,345 | $3,137+452.9% | $4,818+260.0% | $2,670+549.7% |
| Participant deferral / active EE | $13,682 | $3,411+301.1% | $5,680+140.9% | $4,125+231.7% |
| Admin fee / account holder | $16,169 | $5,956+171.5% | $13,210+22.4% | $5,651+186.1% |