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 | $259,171 | $85,766+202.2% | $136,294+90.2% | $70,131+269.6% |
| Participation rate | 97.2% | 74.2%+23.1pp | 81.9%+15.3pp | 69.5%+27.7pp |
| Annual return | 14.00% | 31.45%-17.5pp | 5155.94%-5141.9pp | 73.14%-59.1pp |
| Employer contribution / active EE | $700 | $2,966-76.4% | $4,695-85.1% | $2,342-70.1% |
| Participant deferral / active EE | $8,801 | $5,051+74.2% | $6,247+40.9% | $3,332+164.1% |
| Admin fee / account holder | $62,472 | $5,420+1052.5% | $9,243+575.9% | $4,645+1244.8% |