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 | $370,099 | $102,317+261.7% | $146,958+151.8% | $80,856+357.7% |
| Participation rate | 89.4% | 75.8%+13.5pp | 82.2%+7.2pp | 67.6%+21.7pp |
| Annual return | 10.62% | 134.76%-124.1pp | 418.34%-407.7pp | 35.59%-25.0pp |
| Employer contribution / active EE | $11,983 | $3,713+222.7% | $4,933+142.9% | $2,755+335.0% |
| Participant deferral / active EE | $12,855 | $6,644+93.5% | $8,070+59.3% | $4,296+199.3% |
| Admin fee / account holder | $33,627 | $7,941+323.5% | $12,998+158.7% | $6,918+386.1% |