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 | $284,168 | $102,317+177.7% | $146,958+93.4% | $80,856+251.4% |
| Participation rate | 93.3% | 75.8%+17.5pp | 82.2%+11.2pp | 67.6%+25.7pp |
| Annual return | 9.37% | 134.76%-125.4pp | 418.34%-409.0pp | 35.59%-26.2pp |
| Employer contribution / active EE | $10,472 | $3,713+182.0% | $4,933+112.3% | $2,755+280.1% |
| Participant deferral / active EE | $12,080 | $6,644+81.8% | $8,070+49.7% | $4,296+181.2% |
| Admin fee / account holder | $34,030 | $7,941+328.5% | $12,998+161.8% | $6,918+391.9% |