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 | $304,434 | $85,202+257.3% | $172,739+76.2% | $72,985+317.1% |
| Participation rate | 79.1% | 70.1%+9.0pp | 82.6%-3.5pp | 69.5%+9.6pp |
| Annual return | 4.40% | 27.32%-22.9pp | 802.84%-798.4pp | 81.00%-76.6pp |
| Employer contribution / active EE | $4,754 | $3,324+43.0% | $5,143-7.6% | $2,440+94.8% |
| Participant deferral / active EE | $1,098 | $3,260-66.3% | $5,198-78.9% | $3,607-69.6% |
| Admin fee / account holder | $18,219 | $5,884+209.6% | $13,954+30.6% | $5,124+255.5% |