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 | $541,083 | $102,317+428.8% | $146,958+268.2% | $80,856+569.2% |
| Participation rate | 92.9% | 75.8%+17.0pp | 82.2%+10.7pp | 67.6%+25.2pp |
| Annual return | 3.96% | 134.76%-130.8pp | 418.34%-414.4pp | 35.59%-31.6pp |
| Employer contribution / active EE | $7,250 | $3,713+95.3% | $4,933+47.0% | $2,755+163.2% |
| Participant deferral / active EE | $15,266 | $6,644+129.8% | $8,070+89.2% | $4,296+255.4% |
| Admin fee / account holder | $9,340 | $7,941+17.6% | $12,998-28.1% | $6,918+35.0% |