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 | $379,783 | $106,749+255.8% | $145,433+161.1% | $82,448+360.6% |
| Participation rate | 98.3% | 75.6%+22.7pp | 82.1%+16.2pp | 68.1%+30.2pp |
| Annual return | 13.64% | 27.59%-13.9pp | 66.58%-52.9pp | 41.64%-28.0pp |
| Employer contribution / active EE | $16,098 | $3,444+367.4% | $4,554+253.4% | $2,551+531.0% |
| Participant deferral / active EE | $7,725 | $6,519+18.5% | $7,897-2.2% | $4,139+86.6% |
| Admin fee / account holder | $47,000 | $8,390+460.2% | $13,129+258.0% | $7,234+549.7% |