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 | $496,081 | $85,766+478.4% | $136,294+264.0% | $70,131+607.4% |
| Participation rate | 96.6% | 74.2%+22.5pp | 81.9%+14.7pp | 69.5%+27.1pp |
| Annual return | 1.85% | 31.45%-29.6pp | 5155.94%-5154.1pp | 73.14%-71.3pp |
| Employer contribution / active EE | $7,307 | $2,966+146.3% | $4,695+55.6% | $2,342+211.9% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $14,838 | $5,420+173.7% | $9,243+60.5% | $4,645+219.4% |