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 | $419,470 | $98,750+324.8% | $149,696+180.2% | $79,858+425.3% |
| Participation rate | 96.0% | 75.8%+20.2pp | 82.5%+13.5pp | 69.6%+26.4pp |
| Annual return | 8.93% | 27.43%-18.5pp | 276.60%-267.7pp | 31.71%-22.8pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $4,644-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $12,118 | $5,680+113.3% | $6,842+77.1% | $3,740+224.0% |
| Admin fee / account holder | $140,748 | $6,053+2225.4% | $9,309+1412.0% | $5,306+2552.5% |