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 | $319,632 | $98,750+223.7% | $149,696+113.5% | $79,858+300.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 6.64% | 27.43%-20.8pp | 276.60%-270.0pp | 31.71%-25.1pp |
| Employer contribution / active EE | $11,084 | $3,216+244.6% | $4,644+138.7% | $2,471+348.6% |
| Participant deferral / active EE | $11,716 | $5,680+106.3% | $6,842+71.2% | $3,740+213.3% |
| Admin fee / account holder | $3,641 | $6,053-39.8% | $9,309-60.9% | $5,306-31.4% |