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 | $536,281 | $105,181+409.9% | $159,436+236.4% | $85,850+524.7% |
| Participation rate | 97.2% | 75.8%+21.4pp | 82.8%+14.4pp | 69.3%+27.9pp |
| Annual return | 11.83% | 45.07%-33.2pp | 263.57%-251.7pp | 318.53%-306.7pp |
| Employer contribution / active EE | $4,584 | $3,318+38.2% | $4,829-5.1% | $2,565+78.7% |
| Participant deferral / active EE | $16,449 | $5,945+176.7% | $7,352+123.7% | $3,952+316.3% |
| Admin fee / account holder | $38,709 | $6,933+458.3% | $10,799+258.5% | $6,260+518.4% |