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 | $388,558 | $74,888+418.8% | $71,209+445.7% | $142,382+172.9% |
| Participation rate | 95.7% | 76.2%+19.4pp | 73.8%+21.9pp | 80.1%+15.5pp |
| Annual return | 12.29% | 345.14%-332.9pp | 282.51%-270.2pp | 217.08%-204.8pp |
| Employer contribution / active EE | $13,145 | $2,854+360.5% | $2,721+383.1% | $4,299+205.7% |
| Participant deferral / active EE | $16,319 | $4,454+266.3% | $4,175+290.8% | $6,507+150.8% |
| Admin fee / account holder | $58,164 | $5,568+944.5% | $5,349+987.4% | $12,624+360.8% |