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 | $477,217 | $81,208+487.6% | $98,907+382.5% | $79,858+497.6% |
| Participation rate | 98.1% | 72.5%+25.6pp | 76.0%+22.1pp | 69.6%+28.5pp |
| Annual return | 9.71% | 60.99%-51.3pp | 196.43%-186.7pp | 31.71%-22.0pp |
| Employer contribution / active EE | $5,510 | $1,960+181.2% | $2,689+104.9% | $2,471+123.0% |
| Participant deferral / active EE | $9,403 | $3,265+188.0% | $4,244+121.6% | $3,740+151.4% |
| Admin fee / account holder | $35,291 | $6,013+486.9% | $6,642+431.4% | $5,306+565.1% |